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 | $95,245 | $86,949+9.5% | $102,460-7.0% | $80,959+17.6% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.7%+25.0pp |
| Annual return | 14.40% | 18.89%-4.5pp | 29.47%-15.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,870 | $2,370-21.1% | $3,025-38.2% | $2,757-32.2% |
| Participant deferral / active EE | $7,675 | $4,121+86.2% | $5,056+51.8% | $4,300+78.5% |
| Admin fee / account holder | $7,140 | $8,048-11.3% | $9,460-24.5% | $6,925+3.1% |