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 | $87,267 | $58,627+48.9% | $76,735+13.7% | $82,448+5.8% |
| Participation rate | 77.8% | 63.2%+14.6pp | 69.5%+8.3pp | 68.1%+9.7pp |
| Annual return | 17.75% | 39.10%-21.3pp | 29.77%-12.0pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,469 | $1,729-15.0% | $2,454-40.1% | $2,551-42.4% |
| Participant deferral / active EE | $4,761 | $3,134+51.9% | $4,088+16.5% | $4,139+15.0% |
| Admin fee / account holder | $2,858 | $5,323-46.3% | $7,189-60.2% | $7,234-60.5% |