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 | $52,792 | $101,798-48.1% | $165,071-68.0% | $80,935-34.8% |
| Participation rate | 75.4% | 71.8%+3.5pp | 78.6%-3.3pp | 67.7%+7.7pp |
| Annual return | 12.97% | 16.73%-3.8pp | 70.17%-57.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,898 | $2,954-35.8% | $4,347-56.3% | $2,757-31.1% |
| Participant deferral / active EE | $4,688 | $4,476+4.7% | $6,035-22.3% | $4,299+9.0% |
| Admin fee / account holder | $1,914 | $8,221-76.7% | $12,695-84.9% | $6,924-72.4% |