Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $65,203 | $81,403-19.9% | $147,027-55.7% | $87,485-25.5% |
| Participation rate | 70.6% | 63.4%+7.2pp | 73.7%-3.2pp | 68.9%+1.7pp |
| Annual return | 15.89% | 16.51%-0.6pp | 20.23%-4.3pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,924 | $2,205-12.7% | $3,626-46.9% | $2,596-25.9% |
| Participant deferral / active EE | $3,249 | $3,315-2.0% | $4,933-34.1% | $4,274-24.0% |
| Admin fee / account holder | $8,035 | $6,755+19.0% | $12,223-34.3% | $7,775+3.3% |