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 | $39,019 | $72,486-46.2% | $87,103-55.2% | $72,976-46.5% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+7.0pp |
| Annual return | 21.80% | 24.46%-2.7pp | 28.19%-6.4pp | 81.02%-59.2pp |
| Employer contribution / active EE | $1,435 | $1,894-24.2% | $2,521-43.1% | $2,440-41.2% |
| Participant deferral / active EE | $3,481 | $3,270+6.5% | $4,049-14.0% | $3,608-3.5% |
| Admin fee / account holder | $6,249 | $5,055+23.6% | $7,491-16.6% | $5,124+21.9% |