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 | $95,195 | $76,371+24.6% | $93,621+1.7% | $72,975+30.4% |
| Participation rate | 86.2% | 71.8%+14.4pp | 75.8%+10.3pp | 69.5%+16.7pp |
| Annual return | 21.55% | 25.82%-4.3pp | 32.76%-11.2pp | 81.01%-59.5pp |
| Employer contribution / active EE | $668 | $2,276-70.7% | $2,719-75.4% | $2,440-72.6% |
| Participant deferral / active EE | $5,475 | $3,538+54.7% | $4,070+34.5% | $3,608+51.8% |
| Admin fee / account holder | $1,829 | $6,839-73.3% | $7,890-76.8% | $5,124-64.3% |