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 | $83,450 | $58,512+42.6% | $84,020-0.7% | $72,983+14.3% |
| Participation rate | 89.1% | 61.2%+27.9pp | 69.0%+20.1pp | 69.5%+19.6pp |
| Annual return | 19.67% | 28.93%-9.3pp | 71.31%-51.6pp | 81.01%-61.3pp |
| Employer contribution / active EE | $913 | $1,163-21.5% | $1,984-54.0% | $2,440-62.6% |
| Participant deferral / active EE | $2,297 | $2,394-4.0% | $3,239-29.1% | $3,608-36.3% |
| Admin fee / account holder | $5,007 | $4,569+9.6% | $6,101-17.9% | $5,124-2.3% |