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 | $69,189 | $88,707-22.0% | $74,184-6.7% | $273,972-74.7% |
| Participation rate | 93.8% | 79.4%+14.3pp | 76.6%+17.1pp | 83.0%+10.7pp |
| Annual return | 7.10% | 11.94%-4.8pp | 17.74%-10.6pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,198 | $3,159-62.1% | $2,370-49.5% | $4,869-75.4% |
| Participant deferral / active EE | $2,742 | $4,212-34.9% | $3,550-22.8% | $5,287-48.1% |
| Admin fee / account holder | $10,625 | $8,717+21.9% | $5,586+90.2% | $10,133+4.9% |