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 | $50,183 | $81,262-38.2% | $155,602-67.7% | $80,911-38.0% |
| Participation rate | 72.1% | 66.2%+5.9pp | 78.2%-6.1pp | 67.6%+4.4pp |
| Annual return | 12.31% | 33.34%-21.0pp | 64.81%-52.5pp | 35.63%-23.3pp |
| Employer contribution / active EE | $1,940 | $3,102-37.5% | $4,675-58.5% | $2,756-29.6% |
| Participant deferral / active EE | $2,320 | $3,451-32.8% | $5,629-58.8% | $4,297-46.0% |
| Admin fee / account holder | $1,866 | $7,992-76.6% | $15,923-88.3% | $6,935-73.1% |