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 | $56,009 | $67,602-17.1% | $82,312-32.0% | $70,126-20.1% |
| Participation rate | 73.3% | 72.8%+0.6pp | 76.9%-3.6pp | 69.5%+3.8pp |
| Annual return | 16.64% | 21.57%-4.9pp | 25.88%-9.2pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,389 | $1,755-20.9% | $2,428-42.8% | $2,343-40.7% |
| Participant deferral / active EE | $1,859 | $2,987-37.8% | $3,706-49.8% | $3,332-44.2% |
| Admin fee / account holder | $1,838 | $4,512-59.3% | $5,608-67.2% | $4,645-60.4% |