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 | $76,443 | $78,423-2.5% | $95,964-20.3% | $79,856-4.3% |
| Participation rate | 92.7% | 73.5%+19.2pp | 77.1%+15.6pp | 69.6%+23.1pp |
| Annual return | 10.66% | 19.37%-8.7pp | 91.64%-81.0pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,128 | $1,945-42.0% | $2,541-55.6% | $2,471-54.3% |
| Participant deferral / active EE | $3,378 | $3,440-1.8% | $4,167-18.9% | $3,741-9.7% |
| Admin fee / account holder | $7,326 | $5,622+30.3% | $6,797+7.8% | $5,306+38.1% |