Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $54,482 | $95,453-42.9% | $112,040-51.4% | $82,448-33.9% |
| Participation rate | 98.4% | 72.8%+25.7pp | 76.5%+21.9pp | 68.1%+30.3pp |
| Annual return | 18.22% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,420 | $2,318+4.4% | $2,954-18.1% | $2,551-5.1% |
| Participant deferral / active EE | $4,637 | $4,224+9.8% | $5,098-9.0% | $4,139+12.0% |
| Admin fee / account holder | $2,404 | $9,013-73.3% | $12,098-80.1% | $7,234-66.8% |