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 | $71,192 | $64,359+10.6% | $90,161-21.0% | $70,126+1.5% |
| Participation rate | 81.1% | 70.4%+10.6pp | 76.9%+4.2pp | 69.5%+11.5pp |
| Annual return | 16.01% | 28.13%-12.1pp | 34.89%-18.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $2,354 | $2,046+15.1% | $3,318-29.1% | $2,343+0.5% |
| Participant deferral / active EE | $4,830 | $4,389+10.0% | $5,287-8.7% | $3,332+45.0% |
| Admin fee / account holder | $779 | $3,945-80.2% | $5,943-86.9% | $4,645-83.2% |