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 | $51,595 | $76,407-32.5% | $150,298-65.7% | $82,448-37.4% |
| Participation rate | 74.4% | 66.4%+8.0pp | 77.8%-3.3pp | 68.1%+6.4pp |
| Annual return | 15.13% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,826 | $2,614-30.1% | $4,154-56.0% | $2,551-28.4% |
| Participant deferral / active EE | $3,444 | $3,214+7.1% | $5,453-36.8% | $4,139-16.8% |
| Admin fee / account holder | $2,209 | $6,352-65.2% | $14,116-84.4% | $7,234-69.5% |