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 | $75,438 | $94,699-20.3% | $185,441-59.3% | $65,306+15.5% |
| Participation rate | 90.7% | 64.2%+26.5pp | 80.3%+10.5pp | 57.7%+33.1pp |
| Annual return | 12.19% | 16.71%-4.5pp | 20.16%-8.0pp | 21.94%-9.8pp |
| Employer contribution / active EE | $1,569 | $2,381-34.1% | $4,672-66.4% | $1,967-20.3% |
| Participant deferral / active EE | $3,831 | $3,568+7.4% | $6,152-37.7% | $2,959+29.4% |
| Admin fee / account holder | $3,987 | $4,797-16.9% | $17,890-77.7% | $3,480+14.6% |