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 | $45,817 | $215,361-78.7% | $171,082-73.2% | $273,972-83.3% |
| Participation rate | 77.8% | 82.0%-4.2pp | 76.7%+1.1pp | 83.0%-5.2pp |
| Annual return | 4.15% | 25.14%-21.0pp | 32.56%-28.4pp | 41.46%-37.3pp |
| Employer contribution / active EE | $1,794 | $4,967-63.9% | $4,002-55.2% | $4,869-63.1% |
| Participant deferral / active EE | $6,105 | $5,543+10.1% | $4,797+27.3% | $5,287+15.5% |
| Admin fee / account holder | $2,752 | $10,846-74.6% | $8,520-67.7% | $10,133-72.8% |