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 | $83,879 | $76,551+9.6% | $123,894-32.3% | $62,881+33.4% |
| Participation rate | 89.3% | 73.0%+16.3pp | 81.4%+7.9pp | 69.3%+20.0pp |
| Annual return | 7.18% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,034 | $2,882-64.1% | $4,617-77.6% | $2,281-54.7% |
| Participant deferral / active EE | $4,071 | $4,840-15.9% | $5,984-32.0% | $3,203+27.1% |
| Admin fee / account holder | $3,202 | $4,826-33.6% | $8,357-61.7% | $4,296-25.5% |