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 | $80,557 | $57,061+41.2% | $85,063-5.3% | $80,911-0.4% |
| Participation rate | 76.1% | 56.3%+19.7pp | 67.5%+8.6pp | 67.6%+8.4pp |
| Annual return | 16.56% | 21.66%-5.1pp | 66.54%-50.0pp | 35.63%-19.1pp |
| Employer contribution / active EE | $2,840 | $1,799+57.9% | $2,727+4.1% | $2,756+3.1% |
| Participant deferral / active EE | $3,292 | $3,110+5.8% | $4,523-27.2% | $4,297-23.4% |
| Admin fee / account holder | $3,587 | $4,986-28.1% | $6,155-41.7% | $6,935-48.3% |