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 | $40,136 | $47,848-16.1% | $81,473-50.7% | $70,126-42.8% |
| Participation rate | 84.1% | 58.3%+25.8pp | 68.0%+16.1pp | 69.5%+14.5pp |
| Annual return | 19.42% | 27.25%-7.8pp | 38.78%-19.4pp | 73.15%-53.7pp |
| Employer contribution / active EE | $2,423 | $1,527+58.7% | $2,568-5.6% | $2,343+3.4% |
| Participant deferral / active EE | $3,490 | $2,453+42.3% | $3,537-1.3% | $3,332+4.8% |
| Admin fee / account holder | $1,404 | $3,145-55.4% | $4,561-69.2% | $4,645-69.8% |