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 | $55,348 | $95,406-42.0% | $185,849-70.2% | $85,847-35.5% |
| Participation rate | 70.0% | 68.8%+1.2pp | 81.7%-11.7pp | 69.3%+0.7pp |
| Annual return | 11.79% | 23.59%-11.8pp | 122.10%-110.3pp | 318.61%-306.8pp |
| Employer contribution / active EE | $724 | $3,314-78.2% | $5,169-86.0% | $2,565-71.8% |
| Participant deferral / active EE | $4,212 | $3,424+23.0% | $5,569-24.4% | $3,952+6.6% |
| Admin fee / account holder | $3,718 | $7,214-48.5% | $16,244-77.1% | $6,261-40.6% |