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 | $69,296 | $60,349+14.8% | $74,184-6.6% | $62,881+10.2% |
| Participation rate | 87.0% | 72.7%+14.3pp | 76.6%+10.4pp | 69.3%+17.7pp |
| Annual return | 9.37% | 21.38%-12.0pp | 17.74%-8.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $945 | $1,680-43.8% | $2,370-60.1% | $2,281-58.6% |
| Participant deferral / active EE | $3,156 | $2,856+10.5% | $3,550-11.1% | $3,203-1.5% |
| Admin fee / account holder | $1,906 | $4,261-55.3% | $5,586-65.9% | $4,296-55.6% |