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 | $70,142 | $56,894+23.3% | $84,753-17.2% | $62,881+11.5% |
| Participation rate | 81.0% | 68.5%+12.5pp | 76.6%+4.4pp | 69.3%+11.7pp |
| Annual return | 9.93% | 6.30%+3.6pp | 22.78%-12.9pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,902 | $2,400-20.8% | $3,574-46.8% | $2,281-16.6% |
| Participant deferral / active EE | $2,997 | $2,709+10.6% | $3,712-19.3% | $3,203-6.4% |
| Admin fee / account holder | $6,283 | $3,581+75.4% | $5,333+17.8% | $4,296+46.2% |