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 | $84,808 | $101,778-16.7% | $164,975-48.6% | $80,925+4.8% |
| Participation rate | 72.9% | 71.8%+1.1pp | 78.6%-5.7pp | 67.7%+5.3pp |
| Annual return | 10.97% | 16.73%-5.8pp | 70.12%-59.1pp | 35.65%-24.7pp |
| Employer contribution / active EE | $1,852 | $2,954-37.3% | $4,343-57.4% | $2,756-32.8% |
| Participant deferral / active EE | $4,145 | $4,477-7.4% | $6,033-31.3% | $4,299-3.6% |
| Admin fee / account holder | $24,072 | $8,221+192.8% | $12,688+89.7% | $6,940+246.8% |