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 | $45,336 | $62,672-27.7% | $185,117-75.5% | $70,126-35.3% |
| Participation rate | 71.1% | 63.8%+7.3pp | 77.3%-6.2pp | 69.5%+1.6pp |
| Annual return | 17.25% | 40.79%-23.5pp | 40.50%-23.2pp | 73.15%-55.9pp |
| Employer contribution / active EE | $1,446 | $1,753-17.5% | $4,182-65.4% | $2,343-38.3% |
| Participant deferral / active EE | $3,295 | $3,272+0.7% | $5,045-34.7% | $3,332-1.1% |
| Admin fee / account holder | $8,506 | $3,932+116.3% | $8,159+4.2% | $4,645+83.1% |