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 | $57,105 | $93,598-39.0% | $135,974-58.0% | $75,173-24.0% |
| Participation rate | 97.6% | 75.2%+22.5pp | 81.9%+15.7pp | 67.2%+30.4pp |
| Annual return | 22.03% | 30.89%-8.9pp | 68.30%-46.3pp | 160.72%-138.7pp |
| Employer contribution / active EE | $3,844 | $3,538+8.7% | $4,859-20.9% | $2,671+43.9% |
| Participant deferral / active EE | $7,815 | $6,405+22.0% | $7,760+0.7% | $4,126+89.4% |
| Admin fee / account holder | $3,098 | $6,978-55.6% | $10,767-71.2% | $5,651-45.2% |