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 | $74,061 | $81,331-8.9% | $155,534-52.4% | $80,935-8.5% |
| Participation rate | 71.9% | 66.3%+5.6pp | 78.2%-6.3pp | 67.7%+4.2pp |
| Annual return | 18.72% | 33.37%-14.6pp | 64.92%-46.2pp | 35.66%-16.9pp |
| Employer contribution / active EE | $1,452 | $3,105-53.2% | $4,675-68.9% | $2,757-47.3% |
| Participant deferral / active EE | $3,682 | $3,454+6.6% | $5,630-34.6% | $4,299-14.4% |
| Admin fee / account holder | $3,239 | $7,999-59.5% | $15,900-79.6% | $6,924-53.2% |