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 | $28,091 | $65,685-57.2% | $57,181-50.9% | $273,968-89.7% |
| Participation rate | 77.8% | 78.3%-0.6pp | 75.3%+2.4pp | 83.0%-5.2pp |
| Annual return | 4.48% | 21.99%-17.5pp | 14.59%-10.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $2,375 | $3,279-27.5% | $2,682-11.4% | $4,869-51.2% |
| Participant deferral / active EE | $4,936 | $3,781+30.5% | $3,096+59.4% | $5,287-6.6% |
| Admin fee / account holder | $5,187 | $4,835+7.3% | $3,139+65.2% | $10,132-48.8% |