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 | $52,242 | $43,496+20.1% | $161,489-67.6% | $64,340-18.8% |
| Participation rate | 83.8% | 53.5%+30.3pp | 78.7%+5.1pp | 55.2%+28.6pp |
| Annual return | 22.82% | 20.76%+2.1pp | 89.72%-66.9pp | 24.14%-1.3pp |
| Employer contribution / active EE | $370 | $1,431-74.1% | $4,268-91.3% | $1,862-80.1% |
| Participant deferral / active EE | $3,713 | $1,996+86.0% | $5,630-34.1% | $2,980+24.6% |
| Admin fee / account holder | $2,609 | $2,330+11.9% | $16,006-83.7% | $3,703-29.5% |