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 | $55,041 | $86,940-36.7% | $102,434-46.3% | $80,935-32.0% |
| Participation rate | 74.3% | 72.4%+1.9pp | 76.5%-2.2pp | 67.7%+6.7pp |
| Annual return | 11.35% | 18.89%-7.5pp | 29.46%-18.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,708 | $2,370-27.9% | $3,023-43.5% | $2,757-38.1% |
| Participant deferral / active EE | $4,010 | $4,121-2.7% | $5,055-20.7% | $4,299-6.7% |
| Admin fee / account holder | $586 | $8,047-92.7% | $9,462-93.8% | $6,924-91.5% |