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 | $42,078 | $81,504-48.4% | $102,437-58.9% | $80,959-48.0% |
| Participation rate | 96.3% | 66.9%+29.4pp | 74.5%+21.8pp | 67.7%+28.6pp |
| Annual return | 12.15% | 25.60%-13.4pp | 24.95%-12.8pp | 35.67%-23.5pp |
| Employer contribution / active EE | $4,353 | $3,104+40.3% | $3,871+12.5% | $2,757+57.9% |
| Participant deferral / active EE | $4,186 | $3,871+8.1% | $5,060-17.3% | $4,300-2.7% |
| Admin fee / account holder | $4,386 | $6,719-34.7% | $8,388-47.7% | $6,925-36.7% |