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 | $59,185 | $83,485-29.1% | $125,195-52.7% | $72,976-18.9% |
| Participation rate | 86.0% | 73.3%+12.7pp | 79.8%+6.2pp | 69.5%+16.5pp |
| Annual return | 22.49% | 25.77%-3.3pp | 43.79%-21.3pp | 81.02%-58.5pp |
| Employer contribution / active EE | $998 | $2,346-57.5% | $3,866-74.2% | $2,440-59.1% |
| Participant deferral / active EE | $3,151 | $3,586-12.1% | $4,937-36.2% | $3,608-12.7% |
| Admin fee / account holder | $3,143 | $5,518-43.0% | $9,704-67.6% | $5,124-38.7% |