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 | $75,471 | $81,233-7.1% | $155,567-51.5% | $80,874-6.7% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 11.62% | 33.33%-21.7pp | 64.74%-53.1pp | 35.62%-24.0pp |
| Employer contribution / active EE | $2,154 | $3,101-30.5% | $4,674-53.9% | $2,756-21.8% |
| Participant deferral / active EE | $2,657 | $3,452-23.0% | $5,628-52.8% | $4,297-38.2% |
| Admin fee / account holder | $2,827 | $7,998-64.7% | $15,916-82.2% | $6,935-59.2% |