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 | $60,470 | $70,486-14.2% | $100,535-39.9% | $79,856-24.3% |
| Participation rate | 92.3% | 73.6%+18.7pp | 79.4%+12.9pp | 69.6%+22.7pp |
| Annual return | 16.46% | 21.90%-5.4pp | 30.90%-14.4pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,704 | $2,165+24.9% | $3,419-20.9% | $2,471+9.4% |
| Participant deferral / active EE | $7,587 | $5,182+46.4% | $6,271+21.0% | $3,741+102.8% |
| Admin fee / account holder | $4,831 | $4,480+7.8% | $8,085-40.2% | $5,306-9.0% |