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 | $45,266 | $88,707-49.0% | $74,184-39.0% | $273,972-83.5% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.6%+15.0pp | 83.0%+8.7pp |
| Annual return | 10.63% | 11.94%-1.3pp | 17.74%-7.1pp | 41.46%-30.8pp |
| Employer contribution / active EE | $2,461 | $3,159-22.1% | $2,370+3.8% | $4,869-49.4% |
| Participant deferral / active EE | $3,015 | $4,212-28.4% | $3,550-15.1% | $5,287-43.0% |
| Admin fee / account holder | $1,753 | $8,717-79.9% | $5,586-68.6% | $10,133-82.7% |