Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $69,152 | $97,289-28.9% | $92,805-25.5% | $155,188-55.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 83.5%-8.5pp | 80.8%-5.8pp |
| Annual return | 13.57% | 29.03%-15.5pp | 31.59%-18.0pp | 148.84%-135.3pp |
| Employer contribution / active EE | $2,042 | $3,632-43.8% | $3,424-40.4% | $4,248-51.9% |
| Participant deferral / active EE | $13,650 | $8,795+55.2% | $8,448+61.6% | $6,531+109.0% |
| Admin fee / account holder | $5,320 | $12,015-55.7% | $10,911-51.2% | $14,480-63.3% |