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 | $67,735 | $69,444-2.5% | $92,985-27.2% | $87,485-22.6% |
| Participation rate | 71.4% | 63.3%+8.1pp | 69.5%+1.9pp | 68.9%+2.5pp |
| Annual return | 16.01% | 23.85%-7.8pp | 27.99%-12.0pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,659 | $1,917-13.5% | $2,662-37.7% | $2,596-36.1% |
| Participant deferral / active EE | $5,613 | $3,364+66.9% | $4,377+28.3% | $4,274+31.3% |
| Admin fee / account holder | $17,948 | $6,137+192.5% | $9,463+89.7% | $7,775+130.9% |