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 | $66,851 | $86,940-23.1% | $102,434-34.7% | $80,935-17.4% |
| Participation rate | 82.5% | 72.4%+10.1pp | 76.5%+6.0pp | 67.7%+14.8pp |
| Annual return | 15.03% | 18.89%-3.9pp | 29.46%-14.4pp | 35.66%-20.6pp |
| Employer contribution / active EE | $2,556 | $2,370+7.9% | $3,023-15.4% | $2,757-7.3% |
| Participant deferral / active EE | $4,909 | $4,121+19.1% | $5,055-2.9% | $4,299+14.2% |
| Admin fee / account holder | $1,234 | $8,047-84.7% | $9,462-87.0% | $6,924-82.2% |