Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,194 | $138,366-51.4% | $184,185-63.5% | $80,911-17.0% |
| Participation rate | 70.4% | 83.9%-13.5pp | 86.8%-16.5pp | 67.6%+2.7pp |
| Annual return | 13.99% | 20.02%-6.0pp | 28.81%-14.8pp | 35.63%-21.6pp |
| Employer contribution / active EE | $3,810 | $4,849-21.4% | $6,426-40.7% | $2,756+38.3% |
| Participant deferral / active EE | $4,244 | $7,074-40.0% | $9,132-53.5% | $4,297-1.2% |
| Admin fee / account holder | $9,399 | $10,484-10.4% | $13,909-32.4% | $6,935+35.5% |