Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $86,179 | $95,453-9.7% | $112,040-23.1% | $82,448+4.5% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.5%-6.1pp | 68.1%+2.3pp |
| Annual return | 31.09% | 23.92%+7.2pp | 24.52%+6.6pp | 41.64%-10.5pp |
| Employer contribution / active EE | $1,103 | $2,318-52.4% | $2,954-62.7% | $2,551-56.8% |
| Participant deferral / active EE | $3,444 | $4,224-18.5% | $5,098-32.4% | $4,139-16.8% |
| Admin fee / account holder | $1,974 | $9,013-78.1% | $12,098-83.7% | $7,234-72.7% |