Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $56,779 | $86,949-34.7% | $102,460-44.6% | $80,959-29.9% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.7%+8.2pp |
| Annual return | 20.80% | 18.89%+1.9pp | 29.47%-8.7pp | 35.67%-14.9pp |
| Employer contribution / active EE | $1,388 | $2,370-41.4% | $3,025-54.1% | $2,757-49.7% |
| Participant deferral / active EE | $3,143 | $4,121-23.7% | $5,056-37.8% | $4,300-26.9% |
| Admin fee / account holder | $18,063 | $8,048+124.5% | $9,460+90.9% | $6,925+160.8% |