Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $42,264 | $106,749-60.4% | $145,433-70.9% | $82,448-48.7% |
| Participation rate | 77.6% | 75.6%+1.9pp | 82.1%-4.6pp | 68.1%+9.5pp |
| Annual return | 20.40% | 27.59%-7.2pp | 66.58%-46.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $3,129 | $3,444-9.2% | $4,554-31.3% | $2,551+22.7% |
| Participant deferral / active EE | $5,661 | $6,519-13.2% | $7,897-28.3% | $4,139+36.8% |
| Admin fee / account holder | $2,273 | $8,390-72.9% | $13,129-82.7% | $7,234-68.6% |