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 | $49,336 | $63,773-22.6% | $81,286-39.3% | $80,925-39.0% |
| Participation rate | 87.5% | 63.9%+23.6pp | 69.5%+18.0pp | 67.7%+19.8pp |
| Annual return | 10.39% | 16.37%-6.0pp | 24.80%-14.4pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,498 | $1,979-24.3% | $2,463-39.2% | $2,756-45.6% |
| Participant deferral / active EE | $1,817 | $3,093-41.3% | $3,883-53.2% | $4,299-57.7% |
| Admin fee / account holder | $14,492 | $5,682+155.0% | $5,764+151.4% | $6,940+108.8% |