Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $68,701 | $106,749-35.6% | $145,433-52.8% | $82,448-16.7% |
| Participation rate | 78.7% | 75.6%+3.0pp | 82.1%-3.5pp | 68.1%+10.6pp |
| Annual return | 18.00% | 27.59%-9.6pp | 66.58%-48.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,475 | $3,444-28.1% | $4,554-45.7% | $2,551-3.0% |
| Participant deferral / active EE | $7,577 | $6,519+16.2% | $7,897-4.1% | $4,139+83.1% |
| Admin fee / account holder | $2,223 | $8,390-73.5% | $13,129-83.1% | $7,234-69.3% |