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 | $35,920 | $81,476-55.9% | $102,383-64.9% | $80,925-55.6% |
| Participation rate | 76.9% | 66.8%+10.1pp | 74.5%+2.4pp | 67.7%+9.3pp |
| Annual return | 13.67% | 25.59%-11.9pp | 24.94%-11.3pp | 35.65%-22.0pp |
| Employer contribution / active EE | $2,164 | $3,105-30.3% | $3,870-44.1% | $2,756-21.5% |
| Participant deferral / active EE | $5,134 | $3,871+32.6% | $5,060+1.5% | $4,299+19.4% |
| Admin fee / account holder | $1,689 | $6,717-74.9% | $8,391-79.9% | $6,940-75.7% |