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 | $54,063 | $81,276-33.5% | $155,574-65.2% | $80,925-33.2% |
| Participation rate | 88.2% | 66.2%+22.0pp | 78.2%+10.0pp | 67.7%+20.6pp |
| Annual return | 14.30% | 33.36%-19.1pp | 64.87%-50.6pp | 35.65%-21.4pp |
| Employer contribution / active EE | $2,826 | $3,103-8.9% | $4,676-39.6% | $2,756+2.5% |
| Participant deferral / active EE | $2,458 | $3,453-28.8% | $5,629-56.3% | $4,299-42.8% |
| Admin fee / account holder | $12,398 | $7,993+55.1% | $15,914-22.1% | $6,940+78.6% |