Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $60,117 | $114,712-47.6% | $173,730-65.4% | $87,485-31.3% |
| Participation rate | 88.5% | 73.0%+15.5pp | 79.6%+8.9pp | 68.9%+19.5pp |
| Annual return | 16.43% | 20.18%-3.7pp | 19.96%-3.5pp | 26.06%-9.6pp |
| Employer contribution / active EE | $1,605 | $2,904-44.7% | $4,577-64.9% | $2,596-38.2% |
| Participant deferral / active EE | $3,950 | $4,642-14.9% | $6,326-37.6% | $4,274-7.6% |
| Admin fee / account holder | $573 | $10,210-94.4% | $17,523-96.7% | $7,775-92.6% |