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 | $76,019 | $108,825-30.1% | $156,181-51.3% | $82,448-7.8% |
| Participation rate | 73.1% | 72.4%+0.7pp | 78.8%-5.8pp | 68.1%+5.0pp |
| Annual return | 19.30% | 20.59%-1.3pp | 64.87%-45.6pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,576 | $2,870-10.2% | $4,294-40.0% | $2,551+1.0% |
| Participant deferral / active EE | $6,768 | $4,577+47.9% | $6,132+10.4% | $4,139+63.5% |
| Admin fee / account holder | $7,111 | $9,341-23.9% | $14,586-51.2% | $7,234-1.7% |