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 | $43,954 | $83,485-47.4% | $125,195-64.9% | $72,976-39.8% |
| Participation rate | 79.2% | 73.3%+5.9pp | 79.8%-0.5pp | 69.5%+9.8pp |
| Annual return | 20.84% | 25.77%-4.9pp | 43.79%-23.0pp | 81.02%-60.2pp |
| Employer contribution / active EE | $2,636 | $2,346+12.4% | $3,866-31.8% | $2,440+8.0% |
| Participant deferral / active EE | $3,728 | $3,586+3.9% | $4,937-24.5% | $3,608+3.3% |
| Admin fee / account holder | $3,766 | $5,518-31.7% | $9,704-61.2% | $5,124-26.5% |