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 | $69,560 | $65,712+5.9% | $57,196+21.6% | $273,972-74.6% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | 6.38% | 22.01%-15.6pp | 14.59%-8.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,955 | $3,280-40.4% | $2,683-27.1% | $4,869-59.9% |
| Participant deferral / active EE | $5,632 | $3,782+48.9% | $3,096+81.9% | $5,287+6.5% |
| Admin fee / account holder | $2,312 | $4,838-52.2% | $3,141-26.4% | $10,133-77.2% |