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 | $79,187 | $73,787+7.3% | $98,716-19.8% | $82,448-4.0% |
| Participation rate | 93.1% | 61.4%+31.7pp | 69.3%+23.8pp | 68.1%+25.0pp |
| Annual return | 19.08% | 18.57%+0.5pp | 31.81%-12.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,596 | $1,511+71.8% | $2,279+13.9% | $2,551+1.8% |
| Participant deferral / active EE | $3,861 | $3,081+25.3% | $4,048-4.6% | $4,139-6.7% |
| Admin fee / account holder | $6,103 | $6,500-6.1% | $8,703-29.9% | $7,234-15.6% |