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 | $93,058 | $97,550-4.6% | $120,344-22.7% | $87,485+6.4% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.7%+8.6pp | 68.9%+16.4pp |
| Annual return | 15.05% | 18.41%-3.4pp | 20.30%-5.3pp | 26.06%-11.0pp |
| Employer contribution / active EE | $2,081 | $2,291-9.2% | $3,020-31.1% | $2,596-19.9% |
| Participant deferral / active EE | $4,087 | $4,230-3.4% | $5,135-20.4% | $4,274-4.4% |
| Admin fee / account holder | $13,303 | $9,543+39.4% | $12,742+4.4% | $7,775+71.1% |