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 | $41,707 | $93,589-55.4% | $135,942-69.3% | $75,181-44.5% |
| Participation rate | 79.3% | 75.2%+4.1pp | 81.9%-2.6pp | 67.2%+12.1pp |
| Annual return | 21.34% | 30.90%-9.6pp | 68.28%-46.9pp | 160.69%-139.3pp |
| Employer contribution / active EE | $2,943 | $3,537-16.8% | $4,858-39.4% | $2,671+10.2% |
| Participant deferral / active EE | $5,227 | $6,405-18.4% | $7,759-32.6% | $4,126+26.7% |
| Admin fee / account holder | $2,852 | $6,977-59.1% | $10,764-73.5% | $5,650-49.5% |