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 | $61,155 | $81,358-24.8% | $155,556-60.7% | $80,959-24.5% |
| Participation rate | 77.8% | 66.3%+11.5pp | 78.2%-0.4pp | 67.7%+10.1pp |
| Annual return | 13.43% | 33.39%-20.0pp | 64.84%-51.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $2,557 | $3,106-17.7% | $4,675-45.3% | $2,757-7.2% |
| Participant deferral / active EE | $4,271 | $3,455+23.6% | $5,631-24.2% | $4,300-0.7% |
| Admin fee / account holder | $1,078 | $7,994-86.5% | $15,885-93.2% | $6,925-84.4% |