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 | $49,306 | $67,894-27.4% | $89,340-44.8% | $82,448-40.2% |
| Participation rate | 89.8% | 64.0%+25.8pp | 69.6%+20.3pp | 68.1%+21.8pp |
| Annual return | 15.13% | 19.21%-4.1pp | 20.57%-5.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,457 | $1,828-20.3% | $2,231-34.7% | $2,551-42.9% |
| Participant deferral / active EE | $1,400 | $3,072-54.4% | $3,823-63.4% | $4,139-66.2% |
| Admin fee / account holder | $11,983 | $5,723+109.4% | $6,704+78.8% | $7,234+65.6% |