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 | $57,317 | $60,349-5.0% | $74,184-22.7% | $62,881-8.8% |
| Participation rate | 77.4% | 72.7%+4.7pp | 76.6%+0.8pp | 69.3%+8.1pp |
| Annual return | 6.92% | 21.38%-14.5pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $894 | $1,680-46.8% | $2,370-62.3% | $2,281-60.8% |
| Participant deferral / active EE | $3,285 | $2,856+15.0% | $3,550-7.5% | $3,203+2.6% |
| Admin fee / account holder | $1,926 | $4,261-54.8% | $5,586-65.5% | $4,296-55.2% |