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 | $62,302 | $97,550-36.1% | $120,344-48.2% | $87,485-28.8% |
| Participation rate | 78.2% | 72.8%+5.4pp | 76.7%+1.5pp | 68.9%+9.3pp |
| Annual return | 14.60% | 18.41%-3.8pp | 20.30%-5.7pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,255 | $2,291-45.2% | $3,020-58.5% | $2,596-51.7% |
| Participant deferral / active EE | $3,152 | $4,230-25.5% | $5,135-38.6% | $4,274-26.2% |
| Admin fee / account holder | $1,141 | $9,543-88.0% | $12,742-91.0% | $7,775-85.3% |