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 | $36,258 | $58,523-38.0% | $99,475-63.6% | $72,975-50.3% |
| Participation rate | 83.3% | 64.6%+18.7pp | 73.8%+9.5pp | 69.5%+13.8pp |
| Annual return | 19.54% | 28.51%-9.0pp | 30.72%-11.2pp | 81.01%-61.5pp |
| Employer contribution / active EE | $931 | $1,512-38.4% | $2,540-63.3% | $2,440-61.8% |
| Participant deferral / active EE | $2,055 | $2,606-21.2% | $3,619-43.2% | $3,608-43.0% |
| Admin fee / account holder | $2,715 | $4,102-33.8% | $6,252-56.6% | $5,124-47.0% |