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 | $79,718 | $60,349+32.1% | $74,184+7.5% | $62,881+26.8% |
| Participation rate | 74.1% | 72.7%+1.3pp | 76.6%-2.5pp | 69.3%+4.8pp |
| Annual return | 6.50% | 21.38%-14.9pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $781 | $1,680-53.5% | $2,370-67.1% | $2,281-65.8% |
| Participant deferral / active EE | $1,811 | $2,856-36.6% | $3,550-49.0% | $3,203-43.5% |
| Admin fee / account holder | $3,155 | $4,261-26.0% | $5,586-43.5% | $4,296-26.6% |