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 | $53,897 | $73,787-27.0% | $98,716-45.4% | $82,448-34.6% |
| Participation rate | 94.4% | 61.4%+33.0pp | 69.3%+25.2pp | 68.1%+26.4pp |
| Annual return | 14.77% | 18.57%-3.8pp | 31.81%-17.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,008 | $1,511+32.9% | $2,279-11.9% | $2,551-21.3% |
| Participant deferral / active EE | $3,044 | $3,081-1.2% | $4,048-24.8% | $4,139-26.5% |
| Admin fee / account holder | $16,680 | $6,500+156.6% | $8,703+91.7% | $7,234+130.6% |