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 | $72,686 | $85,024-14.5% | $70,544+3.0% | $139,466-47.9% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.4%+11.6pp | 80.3%-0.3pp |
| Annual return | 13.05% | 30.39%-17.3pp | 32.79%-19.7pp | 373.66%-360.6pp |
| Employer contribution / active EE | $1,755 | $3,912-55.1% | $2,976-41.0% | $4,754-63.1% |
| Participant deferral / active EE | $4,887 | $5,891-17.1% | $4,568+7.0% | $6,712-27.2% |
| Admin fee / account holder | $1,121 | $8,928-87.4% | $6,427-82.6% | $11,409-90.2% |