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 | $75,652 | $101,795-25.7% | $165,100-54.2% | $80,959-6.6% |
| Participation rate | 77.6% | 71.8%+5.8pp | 78.6%-1.0pp | 67.7%+9.9pp |
| Annual return | 14.24% | 16.73%-2.5pp | 70.21%-56.0pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,530 | $2,954-48.2% | $4,348-64.8% | $2,757-44.5% |
| Participant deferral / active EE | $3,558 | $4,476-20.5% | $6,035-41.0% | $4,300-17.3% |
| Admin fee / account holder | $2,338 | $8,221-71.6% | $12,696-81.6% | $6,925-66.2% |