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 | $83,524 | $86,938-3.9% | $102,423-18.5% | $80,925+3.2% |
| Participation rate | 89.8% | 72.4%+17.4pp | 76.5%+13.3pp | 67.7%+22.1pp |
| Annual return | 14.41% | 18.89%-4.5pp | 29.42%-15.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $2,679 | $2,369+13.1% | $3,023-11.4% | $2,756-2.8% |
| Participant deferral / active EE | $4,950 | $4,120+20.1% | $5,054-2.1% | $4,299+15.1% |
| Admin fee / account holder | $7,998 | $8,053-0.7% | $9,455-15.4% | $6,940+15.2% |