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 | $62,976 | $96,558-34.8% | $80,977-22.2% | $273,972-77.0% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 3.53% | 15.14%-11.6pp | 17.11%-13.6pp | 41.46%-37.9pp |
| Employer contribution / active EE | $2,942 | $4,869-39.6% | $3,715-20.8% | $4,869-39.6% |
| Participant deferral / active EE | $6,092 | $6,598-7.7% | $5,696+7.0% | $5,287+15.2% |
| Admin fee / account holder | $1,161 | $7,493-84.5% | $5,517-78.9% | $10,133-88.5% |