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 | $71,212 | $76,551-7.0% | $123,894-42.5% | $62,881+13.2% |
| Participation rate | 92.1% | 73.0%+19.1pp | 81.4%+10.7pp | 69.3%+22.8pp |
| Annual return | 6.58% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,736 | $2,882-39.8% | $4,617-62.4% | $2,281-23.9% |
| Participant deferral / active EE | $6,097 | $4,840+26.0% | $5,984+1.9% | $3,203+90.4% |
| Admin fee / account holder | $3,002 | $4,826-37.8% | $8,357-64.1% | $4,296-30.1% |