Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $68,872 | $86,949-20.8% | $102,460-32.8% | $80,959-14.9% |
| Participation rate | 93.9% | 72.4%+21.6pp | 76.5%+17.4pp | 67.7%+26.3pp |
| Annual return | 14.99% | 18.89%-3.9pp | 29.47%-14.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $2,038 | $2,370-14.0% | $3,025-32.6% | $2,757-26.1% |
| Participant deferral / active EE | $4,097 | $4,121-0.6% | $5,056-19.0% | $4,300-4.7% |
| Admin fee / account holder | $1,421 | $8,048-82.3% | $9,460-85.0% | $6,925-79.5% |