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 | $41,098 | $63,314-35.1% | $91,004-54.8% | $62,293-34.0% |
| Participation rate | 90.4% | 73.3%+17.1pp | 75.6%+14.8pp | 69.5%+20.9pp |
| Annual return | 16.53% | 21.00%-4.5pp | 4.60%+11.9pp | 28.90%-12.4pp |
| Employer contribution / active EE | $1,467 | $1,807-18.8% | $2,456-40.3% | $2,042-28.2% |
| Participant deferral / active EE | $2,535 | $2,944-13.9% | $3,548-28.5% | $3,169-20.0% |
| Admin fee / account holder | $2,465 | $468+427.2% | $5,417-54.5% | $479+414.2% |