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 | $69,089 | $78,428-11.9% | $95,960-28.0% | $79,852-13.5% |
| Participation rate | 73.7% | 73.5%+0.2pp | 77.1%-3.4pp | 69.6%+4.0pp |
| Annual return | 12.87% | 19.37%-6.5pp | 91.63%-78.8pp | 31.72%-18.9pp |
| Employer contribution / active EE | $1,463 | $1,945-24.8% | $2,541-42.4% | $2,471-40.8% |
| Participant deferral / active EE | $3,735 | $3,440+8.6% | $4,167-10.4% | $3,740-0.2% |
| Admin fee / account holder | $14,519 | $5,622+158.2% | $6,797+113.6% | $5,306+173.6% |