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 | $55,638 | $95,453-41.7% | $112,040-50.3% | $82,448-32.5% |
| Participation rate | 92.8% | 72.8%+20.0pp | 76.5%+16.3pp | 68.1%+24.7pp |
| Annual return | 26.58% | 23.92%+2.7pp | 24.52%+2.1pp | 41.64%-15.1pp |
| Employer contribution / active EE | $1,808 | $2,318-22.0% | $2,954-38.8% | $2,551-29.1% |
| Participant deferral / active EE | $3,909 | $4,224-7.4% | $5,098-23.3% | $4,139-5.6% |
| Admin fee / account holder | $7,654 | $9,013-15.1% | $12,098-36.7% | $7,234+5.8% |