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 | $68,881 | $143,969-52.2% | $199,883-65.5% | $82,637-16.6% |
| Participation rate | 88.0% | 84.1%+3.9pp | 86.8%+1.2pp | 68.1%+19.9pp |
| Annual return | 14.60% | 25.67%-11.1pp | 43.81%-29.2pp | 53.51%-38.9pp |
| Employer contribution / active EE | $4,216 | $4,632-9.0% | $6,261-32.7% | $2,552+65.2% |
| Participant deferral / active EE | $5,614 | $6,937-19.1% | $9,138-38.6% | $4,126+36.0% |
| Admin fee / account holder | $5,249 | $14,597-64.0% | $17,268-69.6% | $7,339-28.5% |