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 | $76,365 | $56,054+36.2% | $171,082-55.4% | $62,881+21.4% |
| Participation rate | 88.0% | 62.9%+25.1pp | 76.7%+11.3pp | 69.3%+18.6pp |
| Annual return | 6.69% | 22.52%-15.8pp | 32.56%-25.9pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,508 | $1,731-12.9% | $4,002-62.3% | $2,281-33.9% |
| Participant deferral / active EE | $4,527 | $3,158+43.3% | $4,797-5.6% | $3,203+41.3% |
| Admin fee / account holder | $8,783 | $3,647+140.8% | $8,520+3.1% | $4,296+104.5% |