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 | $64,301 | $73,955-13.1% | $96,520-33.4% | $75,181-14.5% |
| Participation rate | 72.5% | 66.4%+6.1pp | 74.3%-1.8pp | 67.2%+5.4pp |
| Annual return | 18.88% | 26.72%-7.8pp | 35.72%-16.8pp | 160.69%-141.8pp |
| Employer contribution / active EE | $3,741 | $2,930+27.7% | $3,739+0.1% | $2,671+40.1% |
| Participant deferral / active EE | $1,911 | $3,659-47.8% | $4,879-60.8% | $4,126-53.7% |
| Admin fee / account holder | $1,459 | $5,217-72.0% | $6,733-78.3% | $5,650-74.2% |