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 | $55,162 | $97,550-43.5% | $120,344-54.2% | $87,485-36.9% |
| Participation rate | 86.4% | 72.8%+13.5pp | 76.7%+9.7pp | 68.9%+17.4pp |
| Annual return | 16.85% | 18.41%-1.6pp | 20.30%-3.5pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,578 | $2,291-31.1% | $3,020-47.8% | $2,596-39.2% |
| Participant deferral / active EE | $3,686 | $4,230-12.8% | $5,135-28.2% | $4,274-13.7% |
| Admin fee / account holder | $4,526 | $9,543-52.6% | $12,742-64.5% | $7,775-41.8% |