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 | $87,545 | $78,015+12.2% | $178,505-51.0% | $80,959+8.1% |
| Participation rate | 97.8% | 65.7%+32.1pp | 77.1%+20.6pp | 67.7%+30.1pp |
| Annual return | 10.92% | 18.10%-7.2pp | 27.16%-16.2pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,693 | $2,281+18.1% | $3,955-31.9% | $2,757-2.3% |
| Participant deferral / active EE | $5,790 | $4,406+31.4% | $6,280-7.8% | $4,300+34.6% |
| Admin fee / account holder | $7,302 | $7,160+2.0% | $10,428-30.0% | $6,925+5.4% |