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 | $53,854 | $81,331-33.8% | $155,534-65.4% | $80,935-33.5% |
| Participation rate | 95.7% | 66.3%+29.5pp | 78.2%+17.5pp | 67.7%+28.1pp |
| Annual return | 14.05% | 33.37%-19.3pp | 64.92%-50.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $2,858 | $3,105-7.9% | $4,675-38.9% | $2,757+3.7% |
| Participant deferral / active EE | $6,783 | $3,454+96.4% | $5,630+20.5% | $4,299+57.8% |
| Admin fee / account holder | $2,291 | $7,999-71.4% | $15,900-85.6% | $6,924-66.9% |