Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $60,532 | $95,453-36.6% | $112,040-46.0% | $82,448-26.6% |
| Participation rate | 84.8% | 72.8%+12.1pp | 76.5%+8.4pp | 68.1%+16.8pp |
| Annual return | 21.09% | 23.92%-2.8pp | 24.52%-3.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,272 | $2,318-2.0% | $2,954-23.1% | $2,551-10.9% |
| Participant deferral / active EE | $4,037 | $4,224-4.4% | $5,098-20.8% | $4,139-2.5% |
| Admin fee / account holder | $1,546 | $9,013-82.8% | $12,098-87.2% | $7,234-78.6% |