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 | $55,044 | $64,462-14.6% | $81,482-32.4% | $80,911-32.0% |
| Participation rate | 79.7% | 63.9%+15.8pp | 69.5%+10.2pp | 67.6%+12.1pp |
| Annual return | 12.25% | 16.35%-4.1pp | 24.79%-12.5pp | 35.63%-23.4pp |
| Employer contribution / active EE | $4,044 | $1,979+104.4% | $2,463+64.2% | $2,756+46.7% |
| Participant deferral / active EE | $5,644 | $3,094+82.4% | $3,885+45.3% | $4,297+31.3% |
| Admin fee / account holder | $11,875 | $5,678+109.2% | $5,761+106.1% | $6,935+71.2% |