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 | $58,391 | $100,194-41.7% | $122,979-52.5% | $86,983-32.9% |
| Participation rate | 83.9% | 73.0%+10.9pp | 77.2%+6.7pp | 69.5%+14.3pp |
| Annual return | 15.43% | 16.47%-1.0pp | 20.12%-4.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $2,736 | $2,326+17.6% | $3,062-10.7% | $2,584+5.8% |
| Participant deferral / active EE | $6,419 | $4,133+55.3% | $5,003+28.3% | $4,194+53.0% |
| Admin fee / account holder | $4,179 | $10,148-58.8% | $12,864-67.5% | $7,856-46.8% |