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 | $27,963 | $45,082-38.0% | $69,464-59.7% | $72,975-61.7% |
| Participation rate | 75.8% | 68.5%+7.3pp | 74.6%+1.2pp | 69.5%+6.3pp |
| Annual return | 25.02% | 22.66%+2.4pp | 28.98%-4.0pp | 81.01%-56.0pp |
| Employer contribution / active EE | $2,315 | $2,055+12.7% | $2,779-16.7% | $2,440-5.1% |
| Participant deferral / active EE | $4,923 | $2,604+89.1% | $3,536+39.2% | $3,608+36.5% |
| Admin fee / account holder | $4,045 | $3,057+32.3% | $3,840+5.3% | $5,124-21.1% |