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 | $77,873 | $86,940-10.4% | $102,434-24.0% | $80,935-3.8% |
| Participation rate | 89.8% | 72.4%+17.4pp | 76.5%+13.3pp | 67.7%+22.2pp |
| Annual return | 13.93% | 18.89%-5.0pp | 29.46%-15.5pp | 35.66%-21.7pp |
| Employer contribution / active EE | $2,602 | $2,370+9.8% | $3,023-13.9% | $2,757-5.6% |
| Participant deferral / active EE | $4,153 | $4,121+0.8% | $5,055-17.8% | $4,299-3.4% |
| Admin fee / account holder | $2,618 | $8,047-67.5% | $9,462-72.3% | $6,924-62.2% |