Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,886 | $87,132-49.6% | $105,624-58.5% | $80,959-45.8% |
| Participation rate | 70.6% | 70.4%+0.2pp | 75.3%-4.7pp | 67.7%+2.9pp |
| Annual return | 12.66% | 17.03%-4.4pp | 116.20%-103.5pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,611 | $2,397-32.8% | $3,168-49.1% | $2,757-41.6% |
| Participant deferral / active EE | $3,883 | $3,985-2.6% | $5,013-22.5% | $4,300-9.7% |
| Admin fee / account holder | $1,804 | $8,449-78.6% | $10,961-83.5% | $6,925-73.9% |