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 | $80,759 | $78,015+3.5% | $178,505-54.8% | $80,959-0.2% |
| Participation rate | 76.5% | 65.7%+10.8pp | 77.1%-0.6pp | 67.7%+8.8pp |
| Annual return | 10.84% | 18.10%-7.3pp | 27.16%-16.3pp | 35.67%-24.8pp |
| Employer contribution / active EE | $2,123 | $2,281-6.9% | $3,955-46.3% | $2,757-23.0% |
| Participant deferral / active EE | $5,109 | $4,406+16.0% | $6,280-18.6% | $4,300+18.8% |
| Admin fee / account holder | $5,579 | $7,160-22.1% | $10,428-46.5% | $6,925-19.4% |