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 | $30,038 | $72,027-58.3% | $185,835-83.8% | $79,852-62.4% |
| Participation rate | 81.5% | 65.8%+15.7pp | 78.0%+3.4pp | 69.6%+11.8pp |
| Annual return | 18.05% | 23.13%-5.1pp | 35.96%-17.9pp | 31.72%-13.7pp |
| Employer contribution / active EE | $1,573 | $1,965-20.0% | $4,087-61.5% | $2,471-36.4% |
| Participant deferral / active EE | $4,838 | $3,780+28.0% | $5,633-14.1% | $3,740+29.3% |
| Admin fee / account holder | $3,023 | $4,513-33.0% | $9,502-68.2% | $5,306-43.0% |