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 | $51,749 | $96,052-46.1% | $118,106-56.2% | $87,485-40.8% |
| Participation rate | 82.9% | 77.0%+5.8pp | 81.9%+1.0pp | 68.9%+13.9pp |
| Annual return | 14.39% | 24.16%-9.8pp | 19.44%-5.1pp | 26.06%-11.7pp |
| Employer contribution / active EE | $2,882 | $3,939-26.8% | $4,698-38.7% | $2,596+11.0% |
| Participant deferral / active EE | $3,697 | $5,793-36.2% | $6,619-44.2% | $4,274-13.5% |
| Admin fee / account holder | $9,007 | $7,618+18.2% | $8,973+0.4% | $7,775+15.8% |