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 | $80,563 | $215,361-62.6% | $171,082-52.9% | $273,972-70.6% |
| Participation rate | 70.0% | 82.0%-12.0pp | 76.7%-6.7pp | 83.0%-13.0pp |
| Annual return | 7.34% | 25.14%-17.8pp | 32.56%-25.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $937 | $4,967-81.1% | $4,002-76.6% | $4,869-80.7% |
| Participant deferral / active EE | $3,407 | $5,543-38.5% | $4,797-29.0% | $5,287-35.6% |
| Admin fee / account holder | $3,396 | $10,846-68.7% | $8,520-60.1% | $10,133-66.5% |