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 | $52,918 | $45,050+17.5% | $63,018-16.0% | $70,126-24.5% |
| Participation rate | 98.5% | 69.5%+29.0pp | 74.8%+23.7pp | 69.5%+29.0pp |
| Annual return | 12.67% | 18.76%-6.1pp | 87.62%-75.0pp | 73.15%-60.5pp |
| Employer contribution / active EE | $1,722 | $2,052-16.1% | $2,761-37.6% | $2,343-26.5% |
| Participant deferral / active EE | $2,309 | $2,466-6.3% | $3,330-30.6% | $3,332-30.7% |
| Admin fee / account holder | $1,203 | $2,834-57.6% | $3,601-66.6% | $4,645-74.1% |