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 | $64,608 | $106,749-39.5% | $145,433-55.6% | $82,448-21.6% |
| Participation rate | 95.7% | 75.6%+20.1pp | 82.1%+13.6pp | 68.1%+27.7pp |
| Annual return | 17.80% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,084 | $3,444-68.5% | $4,554-76.2% | $2,551-57.5% |
| Participant deferral / active EE | $5,555 | $6,519-14.8% | $7,897-29.7% | $4,139+34.2% |
| Admin fee / account holder | $6,159 | $8,390-26.6% | $13,129-53.1% | $7,234-14.9% |