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 | $56,236 | $56,287-0.1% | $80,977-30.6% | $62,881-10.6% |
| Participation rate | 72.0% | 68.9%+3.1pp | 75.8%-3.8pp | 69.3%+2.7pp |
| Annual return | 10.86% | 22.13%-11.3pp | 17.11%-6.2pp | 20.14%-9.3pp |
| Employer contribution / active EE | $2,067 | $1,943+6.4% | $3,715-44.4% | $2,281-9.4% |
| Participant deferral / active EE | $4,193 | $4,196-0.1% | $5,696-26.4% | $3,203+30.9% |
| Admin fee / account holder | $2,056 | $3,742-45.1% | $5,517-62.7% | $4,296-52.1% |