Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $80,289 | $97,550-17.7% | $120,344-33.3% | $87,485-8.2% |
| Participation rate | 96.8% | 72.8%+23.9pp | 76.7%+20.1pp | 68.9%+27.8pp |
| Annual return | 15.63% | 18.41%-2.8pp | 20.30%-4.7pp | 26.06%-10.4pp |
| Employer contribution / active EE | $4,090 | $2,291+78.5% | $3,020+35.4% | $2,596+57.5% |
| Participant deferral / active EE | $8,658 | $4,230+104.7% | $5,135+68.6% | $4,274+102.6% |
| Admin fee / account holder | $4,639 | $9,543-51.4% | $12,742-63.6% | $7,775-40.3% |