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 | $59,604 | $106,524-44.0% | $152,301-60.9% | $87,485-31.9% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.4%+14.9pp | 68.9%+28.4pp |
| Annual return | 15.72% | 26.89%-11.2pp | 80.50%-64.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $3,294 | $3,371-2.3% | $4,624-28.8% | $2,596+26.9% |
| Participant deferral / active EE | $6,229 | $6,525-4.5% | $8,004-22.2% | $4,274+45.8% |
| Admin fee / account holder | $9,257 | $8,287+11.7% | $14,398-35.7% | $7,775+19.1% |