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 | $59,283 | $43,749+35.5% | $158,223-62.5% | $65,306-9.2% |
| Participation rate | 84.1% | 56.9%+27.2pp | 79.2%+4.9pp | 57.7%+26.5pp |
| Annual return | 13.74% | 19.41%-5.7pp | 52.09%-38.3pp | 21.94%-8.2pp |
| Employer contribution / active EE | $3,492 | $1,497+133.2% | $4,109-15.0% | $1,967+77.5% |
| Participant deferral / active EE | $4,525 | $2,019+124.1% | $5,467-17.2% | $2,959+52.9% |
| Admin fee / account holder | $1,433 | $1,930-25.8% | $16,047-91.1% | $3,480-58.8% |