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 | $61,518 | $76,551-19.6% | $123,894-50.3% | $62,881-2.2% |
| Participation rate | 90.0% | 73.0%+17.0pp | 81.4%+8.6pp | 69.3%+20.7pp |
| Annual return | 14.42% | 18.68%-4.3pp | 47.52%-33.1pp | 20.14%-5.7pp |
| Employer contribution / active EE | $2,351 | $2,882-18.4% | $4,617-49.1% | $2,281+3.1% |
| Participant deferral / active EE | $4,799 | $4,840-0.8% | $5,984-19.8% | $3,203+49.8% |
| Admin fee / account holder | $4,258 | $4,826-11.8% | $8,357-49.1% | $4,296-0.9% |