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 | $94,454 | $72,486+30.3% | $87,103+8.4% | $72,976+29.4% |
| Participation rate | 75.5% | 72.8%+2.7pp | 76.9%-1.4pp | 69.5%+6.0pp |
| Annual return | 24.57% | 24.46%+0.1pp | 28.19%-3.6pp | 81.02%-56.4pp |
| Employer contribution / active EE | $2,142 | $1,894+13.1% | $2,521-15.0% | $2,440-12.2% |
| Participant deferral / active EE | $3,384 | $3,270+3.5% | $4,049-16.4% | $3,608-6.2% |
| Admin fee / account holder | $5,225 | $5,055+3.4% | $7,491-30.2% | $5,124+2.0% |