Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $45,869 | $81,504-43.7% | $102,437-55.2% | $80,959-43.3% |
| Participation rate | 79.4% | 66.9%+12.6pp | 74.5%+4.9pp | 67.7%+11.7pp |
| Annual return | 13.43% | 25.60%-12.2pp | 24.95%-11.5pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,481 | $3,104-52.3% | $3,871-61.7% | $2,757-46.3% |
| Participant deferral / active EE | $2,621 | $3,871-32.3% | $5,060-48.2% | $4,300-39.1% |
| Admin fee / account holder | $2,814 | $6,719-58.1% | $8,388-66.4% | $6,925-59.4% |