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 | $54,026 | $62,583-13.7% | $76,767-29.6% | $64,173-15.8% |
| Participation rate | 73.6% | 72.8%+0.8pp | 77.0%-3.3pp | 69.6%+4.1pp |
| Annual return | 8.81% | -1.95%+10.8pp | 2.43%+6.4pp | 7.63%+1.2pp |
| Employer contribution / active EE | $1,200 | $1,832-34.5% | $2,485-51.7% | $2,381-49.6% |
| Participant deferral / active EE | $3,142 | $3,145-0.1% | $3,852-18.4% | $3,470-9.4% |
| Admin fee / account holder | $3,598 | $4,667-22.9% | $6,675-46.1% | $4,887-26.4% |