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 | $74,637 | $60,349+23.7% | $74,184+0.6% | $62,881+18.7% |
| Participation rate | 86.0% | 72.7%+13.3pp | 76.6%+9.4pp | 69.3%+16.7pp |
| Annual return | 9.30% | 21.38%-12.1pp | 17.74%-8.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,880 | $1,680+11.9% | $2,370-20.7% | $2,281-17.6% |
| Participant deferral / active EE | $3,191 | $2,856+11.7% | $3,550-10.1% | $3,203-0.4% |
| Admin fee / account holder | $1,641 | $4,261-61.5% | $5,586-70.6% | $4,296-61.8% |