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 | $67,627 | $76,834-12.0% | $108,359-37.6% | $87,485-22.7% |
| Participation rate | 88.5% | 61.7%+26.7pp | 70.1%+18.3pp | 68.9%+19.5pp |
| Annual return | 17.21% | 19.09%-1.9pp | 36.89%-19.7pp | 26.06%-8.9pp |
| Employer contribution / active EE | $738 | $1,556-52.6% | $2,399-69.2% | $2,596-71.6% |
| Participant deferral / active EE | $2,353 | $3,100-24.1% | $4,137-43.1% | $4,274-44.9% |
| Admin fee / account holder | $1,741 | $6,537-73.4% | $9,741-82.1% | $7,775-77.6% |