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 | $32,002 | $56,110-43.0% | $94,993-66.3% | $70,126-54.4% |
| Participation rate | 87.1% | 65.0%+22.1pp | 73.9%+13.2pp | 69.5%+17.6pp |
| Annual return | 17.50% | 51.02%-33.5pp | 27.14%-9.6pp | 73.15%-55.7pp |
| Employer contribution / active EE | $1,722 | $1,442+19.4% | $2,603-33.9% | $2,343-26.5% |
| Participant deferral / active EE | $3,700 | $2,391+54.8% | $3,317+11.6% | $3,332+11.1% |
| Admin fee / account holder | $1,716 | $3,456-50.3% | $4,960-65.4% | $4,645-63.1% |