Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $66,237 | $86,949-23.8% | $102,460-35.4% | $80,959-18.2% |
| Participation rate | 78.6% | 72.4%+6.2pp | 76.5%+2.1pp | 67.7%+10.9pp |
| Annual return | 22.19% | 18.89%+3.3pp | 29.47%-7.3pp | 35.67%-13.5pp |
| Employer contribution / active EE | $2,209 | $2,370-6.8% | $3,025-27.0% | $2,757-19.9% |
| Participant deferral / active EE | $4,499 | $4,121+9.2% | $5,056-11.0% | $4,300+4.6% |
| Admin fee / account holder | $5,301 | $8,048-34.1% | $9,460-44.0% | $6,925-23.5% |