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 | $56,248 | $76,407-26.4% | $150,298-62.6% | $82,448-31.8% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 17.56% | 39.99%-22.4pp | 62.79%-45.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,533 | $2,614-3.1% | $4,154-39.0% | $2,551-0.7% |
| Participant deferral / active EE | $3,812 | $3,214+18.6% | $5,453-30.1% | $4,139-7.9% |
| Admin fee / account holder | $3,708 | $6,352-41.6% | $14,116-73.7% | $7,234-48.7% |