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 | $69,153 | $69,444-0.4% | $92,985-25.6% | $87,485-21.0% |
| Participation rate | 72.7% | 63.3%+9.4pp | 69.5%+3.2pp | 68.9%+3.8pp |
| Annual return | 15.40% | 23.85%-8.4pp | 27.99%-12.6pp | 26.06%-10.7pp |
| Employer contribution / active EE | $2,041 | $1,917+6.5% | $2,662-23.3% | $2,596-21.4% |
| Participant deferral / active EE | $7,400 | $3,364+120.0% | $4,377+69.1% | $4,274+73.2% |
| Admin fee / account holder | $3,426 | $6,137-44.2% | $9,463-63.8% | $7,775-55.9% |