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 | $65,313 | $95,453-31.6% | $112,040-41.7% | $82,448-20.8% |
| Participation rate | 84.6% | 72.8%+11.9pp | 76.5%+8.1pp | 68.1%+16.5pp |
| Annual return | 12.37% | 23.92%-11.6pp | 24.52%-12.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,516 | $2,318-34.6% | $2,954-48.7% | $2,551-40.6% |
| Participant deferral / active EE | $3,001 | $4,224-28.9% | $5,098-41.1% | $4,139-27.5% |
| Admin fee / account holder | $3,694 | $9,013-59.0% | $12,098-69.5% | $7,234-48.9% |