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 | $67,439 | $135,956-50.4% | $123,894-45.6% | $273,972-75.4% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 10.23% | 56.63%-46.4pp | 47.52%-37.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $2,977 | $5,170-42.4% | $4,617-35.5% | $4,869-38.9% |
| Participant deferral / active EE | $9,868 | $6,343+55.6% | $5,984+64.9% | $5,287+86.6% |
| Admin fee / account holder | $3,117 | $9,817-68.3% | $8,357-62.7% | $10,133-69.2% |