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 | $81,787 | $67,894+20.5% | $89,340-8.5% | $82,448-0.8% |
| Participation rate | 83.9% | 64.0%+19.8pp | 69.6%+14.3pp | 68.1%+15.8pp |
| Annual return | 18.52% | 19.21%-0.7pp | 20.57%-2.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,105 | $1,828+15.1% | $2,231-5.7% | $2,551-17.5% |
| Participant deferral / active EE | $5,609 | $3,072+82.6% | $3,823+46.7% | $4,139+35.5% |
| Admin fee / account holder | $7,846 | $5,723+37.1% | $6,704+17.0% | $7,234+8.4% |