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 | $77,738 | $95,453-18.6% | $112,040-30.6% | $82,448-5.7% |
| Participation rate | 81.7% | 72.8%+8.9pp | 76.5%+5.2pp | 68.1%+13.6pp |
| Annual return | 14.20% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $704 | $2,318-69.6% | $2,954-76.2% | $2,551-72.4% |
| Participant deferral / active EE | $5,259 | $4,224+24.5% | $5,098+3.2% | $4,139+27.0% |
| Admin fee / account holder | $11,987 | $9,013+33.0% | $12,098-0.9% | $7,234+65.7% |