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 | $85,518 | $143,969-40.6% | $199,883-57.2% | $82,637+3.5% |
| Participation rate | 71.4% | 84.1%-12.7pp | 86.8%-15.3pp | 68.1%+3.4pp |
| Annual return | 13.41% | 25.67%-12.3pp | 43.81%-30.4pp | 53.51%-40.1pp |
| Employer contribution / active EE | $2,081 | $4,632-55.1% | $6,261-66.8% | $2,552-18.5% |
| Participant deferral / active EE | $4,727 | $6,937-31.9% | $9,138-48.3% | $4,126+14.6% |
| Admin fee / account holder | $13,775 | $14,597-5.6% | $17,268-20.2% | $7,339+87.7% |