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 | $80,174 | $78,428+2.2% | $95,960-16.5% | $79,852+0.4% |
| Participation rate | 87.2% | 73.5%+13.7pp | 77.1%+10.2pp | 69.6%+17.6pp |
| Annual return | 15.32% | 19.37%-4.1pp | 91.63%-76.3pp | 31.72%-16.4pp |
| Employer contribution / active EE | $1,057 | $1,945-45.7% | $2,541-58.4% | $2,471-57.2% |
| Participant deferral / active EE | $3,763 | $3,440+9.4% | $4,167-9.7% | $3,740+0.6% |
| Admin fee / account holder | $7,301 | $5,622+29.9% | $6,797+7.4% | $5,306+37.6% |