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 | $58,083 | $88,370-34.3% | $112,977-48.6% | $79,856-27.3% |
| Participation rate | 75.9% | 76.8%-0.9pp | 82.6%-6.7pp | 69.6%+6.2pp |
| Annual return | 13.57% | 23.16%-9.6pp | 24.24%-10.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,688 | $3,398-50.3% | $4,255-60.3% | $2,471-31.7% |
| Participant deferral / active EE | $2,940 | $4,536-35.2% | $5,836-49.6% | $3,741-21.4% |
| Admin fee / account holder | $4,095 | $5,750-28.8% | $6,294-34.9% | $5,306-22.8% |