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 | $60,846 | $67,595-10.0% | $186,193-67.3% | $64,340-5.4% |
| Participation rate | 73.1% | 51.9%+21.1pp | 77.1%-4.0pp | 55.2%+17.8pp |
| Annual return | 26.54% | 17.46%+9.1pp | 78.03%-51.5pp | 24.14%+2.4pp |
| Employer contribution / active EE | $1,198 | $1,513-20.8% | $3,918-69.4% | $1,862-35.6% |
| Participant deferral / active EE | $4,834 | $3,023+59.9% | $6,513-25.8% | $2,980+62.2% |
| Admin fee / account holder | $7,988 | $5,311+50.4% | $11,058-27.8% | $3,703+115.7% |