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 | $136,785 | $72,486+88.7% | $87,103+57.0% | $72,976+87.4% |
| Participation rate | 72.7% | 72.8%-0.1pp | 76.9%-4.1pp | 69.5%+3.2pp |
| Annual return | 18.67% | 24.46%-5.8pp | 28.19%-9.5pp | 81.02%-62.3pp |
| Employer contribution / active EE | $757 | $1,894-60.0% | $2,521-70.0% | $2,440-69.0% |
| Participant deferral / active EE | $3,686 | $3,270+12.7% | $4,049-8.9% | $3,608+2.2% |
| Admin fee / account holder | $2,217 | $5,055-56.1% | $7,491-70.4% | $5,124-56.7% |