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 | $83,606 | $80,992+3.2% | $96,534-13.4% | $75,173+11.2% |
| Participation rate | 82.9% | 71.8%+11.1pp | 76.0%+6.9pp | 67.2%+15.7pp |
| Annual return | 16.54% | 27.05%-10.5pp | 25.88%-9.3pp | 160.72%-144.2pp |
| Employer contribution / active EE | $906 | $2,283-60.3% | $2,965-69.4% | $2,671-66.1% |
| Participant deferral / active EE | $4,244 | $3,929+8.0% | $4,851-12.5% | $4,126+2.9% |
| Admin fee / account holder | $3,035 | $6,717-54.8% | $8,253-63.2% | $5,651-46.3% |