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 | $79,474 | $95,453-16.7% | $112,040-29.1% | $82,448-3.6% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.5%+8.7pp | 68.1%+17.1pp |
| Annual return | 18.05% | 23.92%-5.9pp | 24.52%-6.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,959 | $2,318+27.7% | $2,954+0.2% | $2,551+16.0% |
| Participant deferral / active EE | $3,797 | $4,224-10.1% | $5,098-25.5% | $4,139-8.3% |
| Admin fee / account holder | $5,332 | $9,013-40.8% | $12,098-55.9% | $7,234-26.3% |