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 | $26,648 | $81,446-67.3% | $103,374-74.2% | $80,874-67.1% |
| Participation rate | 73.7% | 66.9%+6.8pp | 74.5%-0.8pp | 67.6%+6.0pp |
| Annual return | 12.56% | 25.57%-13.0pp | 24.89%-12.3pp | 35.62%-23.1pp |
| Employer contribution / active EE | $1,850 | $3,107-40.5% | $3,869-52.2% | $2,756-32.9% |
| Participant deferral / active EE | $2,444 | $3,870-36.9% | $5,058-51.7% | $4,297-43.1% |
| Admin fee / account holder | $4,760 | $6,715-29.1% | $8,394-43.3% | $6,935-31.4% |