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 | $69,944 | $67,602+3.5% | $82,312-15.0% | $70,126-0.3% |
| Participation rate | 75.5% | 72.8%+2.7pp | 76.9%-1.4pp | 69.5%+5.9pp |
| Annual return | 17.88% | 21.57%-3.7pp | 25.88%-8.0pp | 73.15%-55.3pp |
| Employer contribution / active EE | $676 | $1,755-61.5% | $2,428-72.2% | $2,343-71.1% |
| Participant deferral / active EE | $1,788 | $2,987-40.1% | $3,706-51.8% | $3,332-46.3% |
| Admin fee / account holder | $468 | $4,512-89.6% | $5,608-91.7% | $4,645-89.9% |