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 | $73,260 | $101,778-28.0% | $164,975-55.6% | $80,925-9.5% |
| Participation rate | 78.4% | 71.8%+6.6pp | 78.6%-0.2pp | 67.7%+10.8pp |
| Annual return | 12.11% | 16.73%-4.6pp | 70.12%-58.0pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,846 | $2,954-37.5% | $4,343-57.5% | $2,756-33.0% |
| Participant deferral / active EE | $3,195 | $4,477-28.6% | $6,033-47.0% | $4,299-25.7% |
| Admin fee / account holder | $10,274 | $8,221+25.0% | $12,688-19.0% | $6,940+48.0% |