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 | $54,402 | $76,551-28.9% | $123,894-56.1% | $62,881-13.5% |
| Participation rate | 74.5% | 73.0%+1.6pp | 81.4%-6.9pp | 69.3%+5.2pp |
| Annual return | 6.17% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,561 | $2,882-11.1% | $4,617-44.5% | $2,281+12.3% |
| Participant deferral / active EE | $3,555 | $4,840-26.5% | $5,984-40.6% | $3,203+11.0% |
| Admin fee / account holder | $2,340 | $4,826-51.5% | $8,357-72.0% | $4,296-45.5% |