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 | $83,441 | $97,550-14.5% | $120,344-30.7% | $87,485-4.6% |
| Participation rate | 75.7% | 72.8%+2.9pp | 76.7%-1.0pp | 68.9%+6.7pp |
| Annual return | 13.88% | 18.41%-4.5pp | 20.30%-6.4pp | 26.06%-12.2pp |
| Employer contribution / active EE | $1,052 | $2,291-54.1% | $3,020-65.2% | $2,596-59.5% |
| Participant deferral / active EE | $4,418 | $4,230+4.5% | $5,135-14.0% | $4,274+3.4% |
| Admin fee / account holder | $31,963 | $9,543+235.0% | $12,742+150.9% | $7,775+311.1% |