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 | $70,245 | $109,620-35.9% | $148,496-52.7% | $94,015-25.3% |
| Participation rate | 80.4% | 71.3%+9.1pp | 76.0%+4.3pp | 70.8%+9.5pp |
| Annual return | 12.49% | 17.54%-5.0pp | 12.33%+0.2pp | 17.84%-5.4pp |
| Employer contribution / active EE | $1,502 | $2,618-42.6% | $3,497-57.1% | $2,790-46.2% |
| Participant deferral / active EE | $2,648 | $3,831-30.9% | $4,808-44.9% | $4,249-37.7% |
| Admin fee / account holder | $7,979 | $10,050-20.6% | $19,547-59.2% | $8,951-10.9% |