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 | $87,957 | $138,312-36.4% | $122,979-28.5% | $155,188-43.3% |
| Participation rate | 70.0% | 80.2%-10.2pp | 77.2%-7.2pp | 80.8%-10.8pp |
| Annual return | 11.68% | 22.06%-10.4pp | 20.12%-8.4pp | 148.84%-137.2pp |
| Employer contribution / active EE | $2,220 | $3,530-37.1% | $3,062-27.5% | $4,248-47.7% |
| Participant deferral / active EE | $4,421 | $5,592-21.0% | $5,003-11.6% | $6,531-32.3% |
| Admin fee / account holder | $8,109 | $15,089-46.3% | $12,864-37.0% | $14,480-44.0% |