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 | $55,124 | $67,602-18.5% | $82,312-33.0% | $70,126-21.4% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.5pp | 69.5%+27.9pp |
| Annual return | 13.23% | 21.57%-8.3pp | 25.88%-12.6pp | 73.15%-59.9pp |
| Employer contribution / active EE | $3,891 | $1,755+121.7% | $2,428+60.2% | $2,343+66.1% |
| Participant deferral / active EE | $3,950 | $2,987+32.2% | $3,706+6.6% | $3,332+18.6% |
| Admin fee / account holder | $16,222 | $4,512+259.6% | $5,608+189.3% | $4,645+249.2% |