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 | $75,128 | $81,403-7.7% | $147,027-48.9% | $87,485-14.1% |
| Participation rate | 86.2% | 63.4%+22.8pp | 73.7%+12.5pp | 68.9%+17.3pp |
| Annual return | 13.58% | 16.51%-2.9pp | 20.23%-6.7pp | 26.06%-12.5pp |
| Employer contribution / active EE | $2,490 | $2,205+12.9% | $3,626-31.3% | $2,596-4.1% |
| Participant deferral / active EE | $4,569 | $3,315+37.8% | $4,933-7.4% | $4,274+6.9% |
| Admin fee / account holder | $3,118 | $6,755-53.8% | $12,223-74.5% | $7,775-59.9% |