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 | $60,250 | $76,551-21.3% | $123,894-51.4% | $62,881-4.2% |
| Participation rate | 73.2% | 73.0%+0.2pp | 81.4%-8.2pp | 69.3%+3.9pp |
| Annual return | 7.85% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $488 | $2,882-83.1% | $4,617-89.4% | $2,281-78.6% |
| Participant deferral / active EE | $2,960 | $4,840-38.8% | $5,984-50.5% | $3,203-7.6% |
| Admin fee / account holder | $3,790 | $4,826-21.5% | $8,357-54.6% | $4,296-11.8% |