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 | $80,567 | $124,425-35.2% | $112,040-28.1% | $137,256-41.3% |
| Participation rate | 82.4% | 79.3%+3.0pp | 76.5%+5.9pp | 80.0%+2.4pp |
| Annual return | 10.34% | 24.72%-14.4pp | 24.52%-14.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,164 | $3,411-36.6% | $2,954-26.7% | $4,156-47.9% |
| Participant deferral / active EE | $5,841 | $5,718+2.2% | $5,098+14.6% | $6,407-8.8% |
| Admin fee / account holder | $17,498 | $15,207+15.1% | $12,098+44.6% | $12,270+42.6% |