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 | $89,484 | $86,922+2.9% | $102,438-12.6% | $80,874+10.6% |
| Participation rate | 74.2% | 72.4%+1.8pp | 76.5%-2.3pp | 67.6%+6.5pp |
| Annual return | 13.52% | 18.90%-5.4pp | 29.37%-15.8pp | 35.62%-22.1pp |
| Employer contribution / active EE | $2,304 | $2,369-2.8% | $3,024-23.8% | $2,756-16.4% |
| Participant deferral / active EE | $5,270 | $4,119+28.0% | $5,054+4.3% | $4,297+22.7% |
| Admin fee / account holder | $1,478 | $8,050-81.6% | $9,448-84.4% | $6,935-78.7% |