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 | $68,789 | $94,031-26.8% | $115,768-40.6% | $82,448-16.6% |
| Participation rate | 77.1% | 70.4%+6.7pp | 74.4%+2.7pp | 68.1%+9.0pp |
| Annual return | 13.30% | 20.61%-7.3pp | 100.46%-87.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,135 | $2,323-8.1% | $2,940-27.4% | $2,551-16.3% |
| Participant deferral / active EE | $4,594 | $3,972+15.7% | $4,917-6.6% | $4,139+11.0% |
| Admin fee / account holder | $3,781 | $10,249-63.1% | $12,439-69.6% | $7,234-47.7% |