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 | $104,098-37.3% | $140,514-53.5% | $94,015-30.5% |
| Participation rate | 84.6% | 73.7%+10.9pp | 77.8%+6.8pp | 70.8%+13.8pp |
| Annual return | 12.37% | 15.14%-2.8pp | 14.36%-2.0pp | 17.84%-5.5pp |
| Employer contribution / active EE | $1,516 | $2,388-36.5% | $3,378-55.1% | $2,790-45.7% |
| Participant deferral / active EE | $3,001 | $4,033-25.6% | $4,919-39.0% | $4,249-29.4% |
| Admin fee / account holder | $3,694 | $10,439-64.6% | $13,697-73.0% | $8,951-58.7% |