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 | $63,030 | $76,407-17.5% | $150,298-58.1% | $82,448-23.6% |
| Participation rate | 89.7% | 66.4%+23.3pp | 77.8%+11.9pp | 68.1%+21.6pp |
| Annual return | 14.97% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,051 | $2,614+16.7% | $4,154-26.5% | $2,551+19.6% |
| Participant deferral / active EE | $4,130 | $3,214+28.5% | $5,453-24.2% | $4,139-0.2% |
| Admin fee / account holder | $9,798 | $6,352+54.3% | $14,116-30.6% | $7,234+35.4% |