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 | $69,943 | $124,425-43.8% | $112,040-37.6% | $137,256-49.0% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 13.45% | 24.72%-11.3pp | 24.52%-11.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,853 | $3,411-45.7% | $2,954-37.3% | $4,156-55.4% |
| Participant deferral / active EE | $4,456 | $5,718-22.1% | $5,098-12.6% | $6,407-30.5% |
| Admin fee / account holder | $22,422 | $15,207+47.5% | $12,098+85.3% | $12,270+82.7% |