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 | $74,315 | $78,423-5.2% | $95,964-22.6% | $79,856-6.9% |
| Participation rate | 86.4% | 73.5%+12.9pp | 77.1%+9.3pp | 69.6%+16.7pp |
| Annual return | 15.63% | 19.37%-3.7pp | 91.64%-76.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $711 | $1,945-63.4% | $2,541-72.0% | $2,471-71.2% |
| Participant deferral / active EE | $5,143 | $3,440+49.5% | $4,167+23.4% | $3,741+37.5% |
| Admin fee / account holder | $2,473 | $5,622-56.0% | $6,797-63.6% | $5,306-53.4% |