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 | $63,770 | $106,749-40.3% | $145,433-56.2% | $82,448-22.7% |
| Participation rate | 95.2% | 75.6%+19.5pp | 82.1%+13.0pp | 68.1%+27.1pp |
| Annual return | 18.26% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,611 | $3,444-24.2% | $4,554-42.7% | $2,551+2.4% |
| Participant deferral / active EE | $8,662 | $6,519+32.9% | $7,897+9.7% | $4,139+109.3% |
| Admin fee / account holder | $2,142 | $8,390-74.5% | $13,129-83.7% | $7,234-70.4% |