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 | $69,136 | $73,988-6.6% | $96,538-28.4% | $75,177-8.0% |
| Participation rate | 80.2% | 66.4%+13.8pp | 74.3%+5.9pp | 67.2%+13.0pp |
| Annual return | 13.62% | 26.73%-13.1pp | 35.74%-22.1pp | 160.75%-147.1pp |
| Employer contribution / active EE | $2,793 | $2,930-4.7% | $3,740-25.3% | $2,671+4.6% |
| Participant deferral / active EE | $4,234 | $3,660+15.7% | $4,880-13.2% | $4,126+2.6% |
| Admin fee / account holder | $3,369 | $5,220-35.4% | $6,737-50.0% | $5,651-40.4% |