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 | $62,716 | $167,415-62.5% | $140,514-55.4% | $198,609-68.4% |
| Participation rate | 83.3% | 80.9%+2.5pp | 77.8%+5.5pp | 82.4%+1.0pp |
| Annual return | 14.00% | 13.85%+0.2pp | 14.36%-0.4pp | 202.70%-188.7pp |
| Employer contribution / active EE | $1,186 | $4,088-71.0% | $3,378-64.9% | $5,055-76.5% |
| Participant deferral / active EE | $3,618 | $5,579-35.1% | $4,919-26.4% | $6,977-48.1% |
| Admin fee / account holder | $10,513 | $16,730-37.2% | $13,697-23.2% | $19,030-44.8% |