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 | $59,563 | $55,932+6.5% | $76,735-22.4% | $67,986-12.4% |
| Participation rate | 86.0% | 50.8%+35.2pp | 69.5%+16.5pp | 57.2%+28.8pp |
| Annual return | 15.93% | 23.10%-7.2pp | 29.77%-13.8pp | 31.67%-15.7pp |
| Employer contribution / active EE | $2,127 | $1,487+43.1% | $2,454-13.3% | $2,019+5.4% |
| Participant deferral / active EE | $3,426 | $2,558+33.9% | $4,088-16.2% | $3,358+2.0% |
| Admin fee / account holder | $2,985 | $4,907-39.2% | $7,189-58.5% | $3,203-6.8% |