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 | $65,647 | $60,349+8.8% | $74,184-11.5% | $62,881+4.4% |
| Participation rate | 76.2% | 72.7%+3.5pp | 76.6%-0.4pp | 69.3%+6.9pp |
| Annual return | 8.76% | 21.38%-12.6pp | 17.74%-9.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $592 | $1,680-64.8% | $2,370-75.0% | $2,281-74.0% |
| Participant deferral / active EE | $4,637 | $2,856+62.4% | $3,550+30.6% | $3,203+44.8% |
| Admin fee / account holder | $2,198 | $4,261-48.4% | $5,586-60.7% | $4,296-48.8% |