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 | $74,535 | $109,782-32.1% | $260,467-71.4% | $94,015-20.7% |
| Participation rate | 94.6% | 67.2%+27.4pp | 80.5%+14.2pp | 70.8%+23.8pp |
| Annual return | 15.97% | 18.60%-2.6pp | 100.60%-84.6pp | 17.84%-1.9pp |
| Employer contribution / active EE | $787 | $2,147-63.4% | $4,239-81.4% | $2,790-71.8% |
| Participant deferral / active EE | $3,934 | $4,044-2.7% | $6,319-37.8% | $4,249-7.4% |
| Admin fee / account holder | $7,684 | $11,958-35.7% | $15,461-50.3% | $8,951-14.2% |