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 | $87,390 | $95,453-8.4% | $112,040-22.0% | $82,448+6.0% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.5%+21.5pp | 68.1%+29.9pp |
| Annual return | 16.13% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,289 | $2,318-1.2% | $2,954-22.5% | $2,551-10.3% |
| Participant deferral / active EE | $6,559 | $4,224+55.3% | $5,098+28.7% | $4,139+58.5% |
| Admin fee / account holder | $12,600 | $9,013+39.8% | $12,098+4.2% | $7,234+74.2% |