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 | $82,523 | $56,894+45.0% | $84,753-2.6% | $62,881+31.2% |
| Participation rate | 77.8% | 68.5%+9.2pp | 76.6%+1.2pp | 69.3%+8.5pp |
| Annual return | 7.53% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,118 | $2,400-11.7% | $3,574-40.7% | $2,281-7.1% |
| Participant deferral / active EE | $1,905 | $2,709-29.7% | $3,712-48.7% | $3,203-40.5% |
| Admin fee / account holder | $5,482 | $3,581+53.1% | $5,333+2.8% | $4,296+27.6% |