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 | $63,620 | $60,349+5.4% | $74,184-14.2% | $62,881+1.2% |
| Participation rate | 84.4% | 72.7%+11.6pp | 76.6%+7.8pp | 69.3%+15.1pp |
| Annual return | 6.21% | 21.38%-15.2pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,182 | $1,680-29.6% | $2,370-50.1% | $2,281-48.2% |
| Participant deferral / active EE | $2,407 | $2,856-15.7% | $3,550-32.2% | $3,203-24.8% |
| Admin fee / account holder | $2,324 | $4,261-45.5% | $5,586-58.4% | $4,296-45.9% |