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 | $81,090 | $76,371+6.2% | $93,621-13.4% | $72,975+11.1% |
| Participation rate | 85.1% | 71.8%+13.3pp | 75.8%+9.2pp | 69.5%+15.6pp |
| Annual return | 23.17% | 25.82%-2.6pp | 32.76%-9.6pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,477 | $2,276-35.1% | $2,719-45.7% | $2,440-39.5% |
| Participant deferral / active EE | $4,981 | $3,538+40.8% | $4,070+22.4% | $3,608+38.1% |
| Admin fee / account holder | $5,083 | $6,839-25.7% | $7,890-35.6% | $5,124-0.8% |