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 | $55,220 | $56,054-1.5% | $171,082-67.7% | $62,881-12.2% |
| Participation rate | 90.0% | 62.9%+27.1pp | 76.7%+13.3pp | 69.3%+20.7pp |
| Annual return | 7.64% | 22.52%-14.9pp | 32.56%-24.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,435 | $1,731+40.7% | $4,002-39.2% | $2,281+6.8% |
| Participant deferral / active EE | $5,264 | $3,158+66.7% | $4,797+9.7% | $3,203+64.3% |
| Admin fee / account holder | $1,460 | $3,647-60.0% | $8,520-82.9% | $4,296-66.0% |