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 | $60,330 | $70,002-13.8% | $115,038-47.6% | $52,331+15.3% |
| Participation rate | 76.0% | 72.1%+3.9pp | 81.4%-5.4pp | 68.1%+7.9pp |
| Annual return | 2.94% | 4.04%-1.1pp | 26.14%-23.2pp | 4.54%-1.6pp |
| Employer contribution / active EE | $3,263 | $2,715+20.2% | $4,608-29.2% | $1,882+73.4% |
| Participant deferral / active EE | $7,465 | $4,920+51.7% | $6,026+23.9% | $3,022+147.0% |
| Admin fee / account holder | $3,606 | $566+537.1% | $8,175-55.9% | $592+509.6% |