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 | $52,277 | $67,602-22.7% | $82,312-36.5% | $70,126-25.5% |
| Participation rate | 79.6% | 72.8%+6.9pp | 76.9%+2.7pp | 69.5%+10.1pp |
| Annual return | 15.43% | 21.57%-6.1pp | 25.88%-10.5pp | 73.15%-57.7pp |
| Employer contribution / active EE | $889 | $1,755-49.3% | $2,428-63.4% | $2,343-62.0% |
| Participant deferral / active EE | $2,743 | $2,987-8.2% | $3,706-26.0% | $3,332-17.7% |
| Admin fee / account holder | $1,753 | $4,512-61.1% | $5,608-68.7% | $4,645-62.3% |