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 | $80,058 | $72,486+10.4% | $87,103-8.1% | $72,976+9.7% |
| Participation rate | 73.3% | 72.8%+0.5pp | 76.9%-3.5pp | 69.5%+3.8pp |
| Annual return | 17.85% | 24.46%-6.6pp | 28.19%-10.3pp | 81.02%-63.2pp |
| Employer contribution / active EE | $822 | $1,894-56.6% | $2,521-67.4% | $2,440-66.3% |
| Participant deferral / active EE | $4,173 | $3,270+27.6% | $4,049+3.1% | $3,608+15.7% |
| Admin fee / account holder | $21,287 | $5,055+321.1% | $7,491+184.2% | $5,124+315.4% |