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 | $65,335 | $86,949-24.9% | $102,460-36.2% | $80,959-19.3% |
| Participation rate | 70.0% | 72.4%-2.4pp | 76.5%-6.5pp | 67.7%+2.3pp |
| Annual return | 12.55% | 18.89%-6.3pp | 29.47%-16.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,074 | $2,370-12.5% | $3,025-31.4% | $2,757-24.8% |
| Participant deferral / active EE | $5,085 | $4,121+23.4% | $5,056+0.6% | $4,300+18.2% |
| Admin fee / account holder | $8,174 | $8,048+1.6% | $9,460-13.6% | $6,925+18.0% |