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 | $57,747 | $86,922-33.6% | $102,438-43.6% | $80,874-28.6% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 17.27% | 18.90%-1.6pp | 29.37%-12.1pp | 35.62%-18.3pp |
| Employer contribution / active EE | $2,043 | $2,369-13.8% | $3,024-32.4% | $2,756-25.9% |
| Participant deferral / active EE | $2,630 | $4,119-36.2% | $5,054-48.0% | $4,297-38.8% |
| Admin fee / account holder | $23,002 | $8,050+185.7% | $9,448+143.5% | $6,935+231.7% |