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 | $80,376 | $93,598-14.1% | $135,974-40.9% | $75,173+6.9% |
| Participation rate | 77.5% | 75.2%+2.3pp | 81.9%-4.4pp | 67.2%+10.3pp |
| Annual return | 20.99% | 30.89%-9.9pp | 68.30%-47.3pp | 160.72%-139.7pp |
| Employer contribution / active EE | $2,809 | $3,538-20.6% | $4,859-42.2% | $2,671+5.2% |
| Participant deferral / active EE | $9,001 | $6,405+40.5% | $7,760+16.0% | $4,126+118.1% |
| Admin fee / account holder | $6,755 | $6,978-3.2% | $10,767-37.3% | $5,651+19.5% |