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 | $63,212 | $79,955-20.9% | $98,450-35.8% | $75,181-15.9% |
| Participation rate | 81.5% | 70.4%+11.2pp | 75.2%+6.4pp | 67.2%+14.3pp |
| Annual return | 19.00% | 19.75%-0.8pp | 21.16%-2.2pp | 160.69%-141.7pp |
| Employer contribution / active EE | $718 | $2,264-68.3% | $3,049-76.5% | $2,671-73.1% |
| Participant deferral / active EE | $4,082 | $3,752+8.8% | $4,739-13.9% | $4,126-1.1% |
| Admin fee / account holder | $1,150 | $6,841-83.2% | $8,961-87.2% | $5,650-79.7% |