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 | $63,736 | $95,404-33.2% | $113,397-43.8% | $82,637-22.9% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 13.89% | 19.08%-5.2pp | 23.20%-9.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $2,737 | $2,307+18.7% | $2,977-8.1% | $2,552+7.3% |
| Participant deferral / active EE | $5,699 | $4,220+35.1% | $5,076+12.3% | $4,126+38.1% |
| Admin fee / account holder | $5,712 | $9,168-37.7% | $11,957-52.2% | $7,339-22.2% |