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 | $65,385 | $86,922-24.8% | $102,438-36.2% | $80,874-19.2% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.6%+25.7pp |
| Annual return | 10.52% | 18.90%-8.4pp | 29.37%-18.8pp | 35.62%-25.1pp |
| Employer contribution / active EE | $2,006 | $2,369-15.3% | $3,024-33.6% | $2,756-27.2% |
| Participant deferral / active EE | $4,723 | $4,119+14.7% | $5,054-6.5% | $4,297+9.9% |
| Admin fee / account holder | $43,896 | $8,050+445.3% | $9,448+364.6% | $6,935+532.9% |