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 | $92,084 | $86,330+6.7% | $121,871-24.4% | $94,015-2.1% |
| Participation rate | 87.1% | 66.7%+20.4pp | 73.2%+13.9pp | 70.8%+16.3pp |
| Annual return | 15.04% | 14.95%+0.1pp | 13.57%+1.5pp | 17.84%-2.8pp |
| Employer contribution / active EE | $1,081 | $2,292-52.9% | $2,731-60.4% | $2,790-61.3% |
| Participant deferral / active EE | $4,457 | $3,146+41.7% | $4,318+3.2% | $4,249+4.9% |
| Admin fee / account holder | $2,299 | $7,346-68.7% | $11,551-80.1% | $8,951-74.3% |