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 | $42,811 | $84,953-49.6% | $163,379-73.8% | $82,637-48.2% |
| Participation rate | 84.3% | 65.9%+18.4pp | 76.8%+7.5pp | 68.1%+16.3pp |
| Annual return | 14.45% | 23.07%-8.6pp | 63.41%-49.0pp | 53.51%-39.1pp |
| Employer contribution / active EE | $2,021 | $2,183-7.4% | $3,752-46.1% | $2,552-20.8% |
| Participant deferral / active EE | $2,931 | $4,326-32.2% | $6,282-53.3% | $4,126-29.0% |
| Admin fee / account holder | $3,404 | $7,921-57.0% | $9,818-65.3% | $7,339-53.6% |