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 | $52,405 | $101,795-48.5% | $165,100-68.3% | $80,959-35.3% |
| Participation rate | 84.0% | 71.8%+12.2pp | 78.6%+5.4pp | 67.7%+16.3pp |
| Annual return | 13.67% | 16.73%-3.1pp | 70.21%-56.5pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,046 | $2,954-30.7% | $4,348-52.9% | $2,757-25.8% |
| Participant deferral / active EE | $6,804 | $4,476+52.0% | $6,035+12.7% | $4,300+58.2% |
| Admin fee / account holder | $15,637 | $8,221+90.2% | $12,696+23.2% | $6,925+125.8% |