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 | $65,275 | $80,705-19.1% | $115,768-43.6% | $67,986-4.0% |
| Participation rate | 85.8% | 63.0%+22.9pp | 74.4%+11.4pp | 57.2%+28.6pp |
| Annual return | 19.44% | 18.49%+1.0pp | 100.46%-81.0pp | 31.67%-12.2pp |
| Employer contribution / active EE | $1,218 | $2,046-40.5% | $2,940-58.6% | $2,019-39.7% |
| Participant deferral / active EE | $4,759 | $3,559+33.7% | $4,917-3.2% | $3,358+41.7% |
| Admin fee / account holder | $2,946 | $4,135-28.8% | $12,439-76.3% | $3,203-8.0% |