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 | $85,873 | $81,262+5.7% | $155,602-44.8% | $80,911+6.1% |
| Participation rate | 94.6% | 66.2%+28.4pp | 78.2%+16.4pp | 67.6%+26.9pp |
| Annual return | 13.58% | 33.34%-19.8pp | 64.81%-51.2pp | 35.63%-22.1pp |
| Employer contribution / active EE | $2,671 | $3,102-13.9% | $4,675-42.9% | $2,756-3.1% |
| Participant deferral / active EE | $3,969 | $3,451+15.0% | $5,629-29.5% | $4,297-7.6% |
| Admin fee / account holder | $23,430 | $7,992+193.2% | $15,923+47.1% | $6,935+237.9% |