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 | $79,115 | $107,733-26.6% | $92,985-14.9% | $154,746-48.9% |
| Participation rate | 94.1% | 74.6%+19.6pp | 69.5%+24.6pp | 80.7%+13.4pp |
| Annual return | 14.75% | 30.39%-15.6pp | 27.99%-13.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,715 | $3,126-13.2% | $2,662+2.0% | $4,379-38.0% |
| Participant deferral / active EE | $4,662 | $5,053-7.7% | $4,377+6.5% | $6,730-30.7% |
| Admin fee / account holder | $4,069 | $11,369-64.2% | $9,463-57.0% | $14,365-71.7% |