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 | $35,992 | $52,580-31.5% | $71,671-49.8% | $70,126-48.7% |
| Participation rate | 73.7% | 60.9%+12.8pp | 68.7%+4.9pp | 69.5%+4.1pp |
| Annual return | 13.53% | 20.25%-6.7pp | 20.65%-7.1pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,377 | $1,616-14.8% | $2,460-44.0% | $2,343-41.2% |
| Participant deferral / active EE | $1,462 | $2,386-38.7% | $3,438-57.5% | $3,332-56.1% |
| Admin fee / account holder | $4,348 | $3,653+19.0% | $5,558-21.8% | $4,645-6.4% |