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 | $80,967 | $64,359+25.8% | $90,161-10.2% | $70,126+15.5% |
| Participation rate | 85.7% | 70.4%+15.3pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 15.46% | 28.13%-12.7pp | 34.89%-19.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,539 | $2,046-24.8% | $3,318-53.6% | $2,343-34.3% |
| Participant deferral / active EE | $2,774 | $4,389-36.8% | $5,287-47.5% | $3,332-16.7% |
| Admin fee / account holder | $519 | $3,945-86.8% | $5,943-91.3% | $4,645-88.8% |