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 | $33,212 | $72,486-54.2% | $87,103-61.9% | $72,976-54.5% |
| Participation rate | 91.9% | 72.8%+19.0pp | 76.9%+15.0pp | 69.5%+22.4pp |
| Annual return | 30.89% | 24.46%+6.4pp | 28.19%+2.7pp | 81.02%-50.1pp |
| Employer contribution / active EE | $1,541 | $1,894-18.6% | $2,521-38.9% | $2,440-36.8% |
| Participant deferral / active EE | $5,174 | $3,270+58.2% | $4,049+27.8% | $3,608+43.4% |
| Admin fee / account holder | $2,923 | $5,055-42.2% | $7,491-61.0% | $5,124-43.0% |