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 | $52,053 | $78,013-33.3% | $178,449-70.8% | $80,911-35.7% |
| Participation rate | 84.1% | 65.7%+18.5pp | 77.1%+7.0pp | 67.6%+16.5pp |
| Annual return | 15.04% | 18.07%-3.0pp | 27.09%-12.0pp | 35.63%-20.6pp |
| Employer contribution / active EE | $2,829 | $2,287+23.7% | $3,951-28.4% | $2,756+2.7% |
| Participant deferral / active EE | $4,265 | $4,408-3.2% | $6,277-32.0% | $4,297-0.7% |
| Admin fee / account holder | $6,724 | $7,166-6.2% | $10,362-35.1% | $6,935-3.0% |