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 | $41,463 | $99,380-58.3% | $90,312-54.1% | $155,188-73.3% |
| Participation rate | 70.6% | 77.3%-6.8pp | 72.9%-2.3pp | 80.8%-10.2pp |
| Annual return | 21.55% | 19.35%+2.2pp | 18.90%+2.7pp | 148.84%-127.3pp |
| Employer contribution / active EE | $2,357 | $2,390-1.4% | $2,243+5.1% | $4,248-44.5% |
| Participant deferral / active EE | $4,493 | $4,212+6.7% | $3,749+19.9% | $6,531-31.2% |
| Admin fee / account holder | $4,538 | $9,766-53.5% | $8,248-45.0% | $14,480-68.7% |