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 | $51,035 | $60,349-15.4% | $74,184-31.2% | $62,881-18.8% |
| Participation rate | 83.3% | 72.7%+10.6pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 13.61% | 21.38%-7.8pp | 17.74%-4.1pp | 20.14%-6.5pp |
| Employer contribution / active EE | $4,194 | $1,680+149.6% | $2,370+77.0% | $2,281+83.9% |
| Participant deferral / active EE | $5,842 | $2,856+104.5% | $3,550+64.6% | $3,203+82.4% |
| Admin fee / account holder | $1,689 | $4,261-60.4% | $5,586-69.8% | $4,296-60.7% |