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 | $74,856 | $92,219-18.8% | $76,767-2.5% | $135,380-44.7% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | 6.43% | 5.46%+1.0pp | 2.43%+4.0pp | 519.81%-513.4pp |
| Employer contribution / active EE | $1,506 | $3,216-53.2% | $2,485-39.4% | $4,779-68.5% |
| Participant deferral / active EE | $2,305 | $4,508-48.9% | $3,852-40.2% | $5,609-58.9% |
| Admin fee / account holder | $328 | $10,749-97.0% | $6,675-95.1% | $10,828-97.0% |