Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $62,832 | $146,267-57.0% | $197,124-68.1% | $82,448-23.8% |
| Participation rate | 90.6% | 84.0%+6.6pp | 86.7%+3.9pp | 68.1%+22.6pp |
| Annual return | 17.05% | 29.61%-12.6pp | 44.34%-27.3pp | 41.64%-24.6pp |
| Employer contribution / active EE | $3,881 | $4,723-17.8% | $6,227-37.7% | $2,551+52.1% |
| Participant deferral / active EE | $9,465 | $7,035+34.5% | $9,135+3.6% | $4,139+128.7% |
| Admin fee / account holder | $1,584 | $14,422-89.0% | $16,298-90.3% | $7,234-78.1% |