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 | $20,502 | $52,306-60.8% | $69,779-70.6% | $62,881-67.4% |
| Participation rate | 92.1% | 67.2%+24.8pp | 71.8%+20.2pp | 69.3%+22.8pp |
| Annual return | 12.45% | 13.35%-0.9pp | 12.99%-0.5pp | 20.14%-7.7pp |
| Employer contribution / active EE | $2,361 | $1,799+31.2% | $2,338+1.0% | $2,281+3.5% |
| Participant deferral / active EE | $4,782 | $2,395+99.7% | $2,931+63.2% | $3,203+49.3% |
| Admin fee / account holder | $7,833 | $3,691+112.2% | $4,381+78.8% | $4,296+82.3% |