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 | $42,402 | $77,460-45.3% | $100,378-57.8% | $80,925-47.6% |
| Participation rate | 70.5% | 76.9%-6.4pp | 81.5%-11.0pp | 67.7%+2.9pp |
| Annual return | 14.85% | 37.24%-22.4pp | 49.41%-34.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $1,964 | $2,801-29.9% | $3,942-50.2% | $2,756-28.8% |
| Participant deferral / active EE | $3,212 | $6,818-52.9% | $8,087-60.3% | $4,299-25.3% |
| Admin fee / account holder | $6,803 | $5,887+15.6% | $7,899-13.9% | $6,940-2.0% |