Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $56,186 | $115,931-51.5% | $185,441-69.7% | $86,983-35.4% |
| Participation rate | 93.9% | 73.6%+20.3pp | 80.3%+13.7pp | 69.5%+24.4pp |
| Annual return | 17.92% | 21.47%-3.5pp | 20.16%-2.2pp | 25.83%-7.9pp |
| Employer contribution / active EE | $2,734 | $2,937-6.9% | $4,672-41.5% | $2,584+5.8% |
| Participant deferral / active EE | $7,451 | $4,551+63.7% | $6,152+21.1% | $4,194+77.7% |
| Admin fee / account holder | $3,665 | $10,687-65.7% | $17,890-79.5% | $7,856-53.4% |