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 | $70,988 | $67,602+5.0% | $82,312-13.8% | $70,126+1.2% |
| Participation rate | 94.3% | 72.8%+21.6pp | 76.9%+17.4pp | 69.5%+24.8pp |
| Annual return | 19.07% | 21.57%-2.5pp | 25.88%-6.8pp | 73.15%-54.1pp |
| Employer contribution / active EE | $657 | $1,755-62.6% | $2,428-73.0% | $2,343-72.0% |
| Participant deferral / active EE | $3,015 | $2,987+0.9% | $3,706-18.7% | $3,332-9.5% |
| Admin fee / account holder | $563 | $4,512-87.5% | $5,608-90.0% | $4,645-87.9% |