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 | $54,078 | $97,550-44.6% | $120,344-55.1% | $87,485-38.2% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.7%-0.2pp | 68.9%+7.6pp |
| Annual return | 28.31% | 18.41%+9.9pp | 20.30%+8.0pp | 26.06%+2.3pp |
| Employer contribution / active EE | $1,417 | $2,291-38.1% | $3,020-53.1% | $2,596-45.4% |
| Participant deferral / active EE | $6,834 | $4,230+61.6% | $5,135+33.1% | $4,274+59.9% |
| Admin fee / account holder | $2,259 | $9,543-76.3% | $12,742-82.3% | $7,775-70.9% |