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 | $124,266 | $88,707+40.1% | $74,184+67.5% | $273,972-54.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 5.90% | 11.94%-6.0pp | 17.74%-11.8pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,319 | $3,159-58.3% | $2,370-44.4% | $4,869-72.9% |
| Participant deferral / active EE | $1,726 | $4,212-59.0% | $3,550-51.4% | $5,287-67.4% |
| Admin fee / account holder | $2,319 | $8,717-73.4% | $5,586-58.5% | $10,133-77.1% |