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 | $76,443 | $138,312-44.7% | $122,979-37.8% | $155,188-50.7% |
| Participation rate | 78.3% | 80.2%-1.9pp | 77.2%+1.1pp | 80.8%-2.5pp |
| Annual return | 16.08% | 22.06%-6.0pp | 20.12%-4.0pp | 148.84%-132.8pp |
| Employer contribution / active EE | $2,476 | $3,530-29.9% | $3,062-19.1% | $4,248-41.7% |
| Participant deferral / active EE | $3,426 | $5,592-38.7% | $5,003-31.5% | $6,531-47.5% |
| Admin fee / account holder | $2,745 | $15,089-81.8% | $12,864-78.7% | $14,480-81.0% |