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 | $101,778-25.7% | $164,975-54.1% | $80,925-6.5% |
| Participation rate | 77.6% | 71.8%+5.8pp | 78.6%-1.0pp | 67.7%+10.0pp |
| Annual return | 14.24% | 16.73%-2.5pp | 70.12%-55.9pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,530 | $2,954-48.2% | $4,343-64.8% | $2,756-44.5% |
| Participant deferral / active EE | $3,558 | $4,477-20.5% | $6,033-41.0% | $4,299-17.2% |
| Admin fee / account holder | $2,338 | $8,221-71.6% | $12,688-81.6% | $6,940-66.3% |