Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,241 | $101,778-58.5% | $164,975-74.4% | $80,925-47.8% |
| Participation rate | 96.7% | 71.8%+24.8pp | 78.6%+18.1pp | 67.7%+29.0pp |
| Annual return | 11.78% | 16.73%-4.9pp | 70.12%-58.3pp | 35.65%-23.9pp |
| Employer contribution / active EE | $1,741 | $2,954-41.1% | $4,343-59.9% | $2,756-36.8% |
| Participant deferral / active EE | $4,463 | $4,477-0.3% | $6,033-26.0% | $4,299+3.8% |
| Admin fee / account holder | $8,935 | $8,221+8.7% | $12,688-29.6% | $6,940+28.7% |