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 | $80,112 | $87,834-8.8% | $133,975-40.2% | $62,881+27.4% |
| Participation rate | 98.9% | 83.4%+15.5pp | 87.1%+11.8pp | 69.3%+29.6pp |
| Annual return | 13.35% | 12.05%+1.3pp | 29.29%-15.9pp | 20.14%-6.8pp |
| Employer contribution / active EE | $1,627 | $3,482-53.3% | $5,211-68.8% | $2,281-28.7% |
| Participant deferral / active EE | $13,266 | $4,812+175.7% | $6,282+111.2% | $3,203+314.2% |
| Admin fee / account holder | $1,760 | $5,372-67.2% | $9,324-81.1% | $4,296-59.0% |