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 | $56,486 | $43,075+31.1% | $74,577-24.3% | $62,881-10.2% |
| Participation rate | 85.2% | 58.1%+27.1pp | 68.1%+17.1pp | 69.3%+15.9pp |
| Annual return | 5.17% | 17.50%-12.3pp | 20.47%-15.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,650 | $1,498+10.2% | $2,525-34.7% | $2,281-27.7% |
| Participant deferral / active EE | $2,461 | $2,389+3.0% | $3,458-28.8% | $3,203-23.2% |
| Admin fee / account holder | $708 | $2,840-75.1% | $4,138-82.9% | $4,296-83.5% |