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 | $65,791 | $135,956-51.6% | $123,894-46.9% | $273,972-76.0% |
| Participation rate | 84.2% | 84.1%+0.1pp | 81.4%+2.8pp | 83.0%+1.2pp |
| Annual return | 6.91% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,152 | $5,170-58.4% | $4,617-53.4% | $4,869-55.8% |
| Participant deferral / active EE | $8,022 | $6,343+26.5% | $5,984+34.1% | $5,287+51.7% |
| Admin fee / account holder | $2,873 | $9,817-70.7% | $8,357-65.6% | $10,133-71.6% |