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 | $43,810 | $78,690-44.3% | $161,489-72.9% | $87,485-49.9% |
| Participation rate | 77.8% | 67.5%+10.3pp | 78.7%-0.9pp | 68.9%+8.8pp |
| Annual return | 17.75% | 32.74%-15.0pp | 89.72%-72.0pp | 26.06%-8.3pp |
| Employer contribution / active EE | $1,577 | $2,588-39.1% | $4,268-63.0% | $2,596-39.3% |
| Participant deferral / active EE | $2,618 | $3,311-20.9% | $5,630-53.5% | $4,274-38.7% |
| Admin fee / account holder | $1,300 | $6,724-80.7% | $16,006-91.9% | $7,775-83.3% |