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 | $55,002 | $78,013-29.5% | $178,449-69.2% | $80,911-32.0% |
| Participation rate | 87.5% | 65.7%+21.8pp | 77.1%+10.4pp | 67.6%+19.9pp |
| Annual return | 10.90% | 18.07%-7.2pp | 27.09%-16.2pp | 35.63%-24.7pp |
| Employer contribution / active EE | $1,546 | $2,287-32.4% | $3,951-60.9% | $2,756-43.9% |
| Participant deferral / active EE | $3,488 | $4,408-20.9% | $6,277-44.4% | $4,297-18.8% |
| Admin fee / account holder | $1,107 | $7,166-84.6% | $10,362-89.3% | $6,935-84.0% |