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 | $79,070 | $95,453-17.2% | $112,040-29.4% | $82,448-4.1% |
| Participation rate | 82.1% | 72.8%+9.4pp | 76.5%+5.7pp | 68.1%+14.1pp |
| Annual return | 16.30% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,125 | $2,318-8.3% | $2,954-28.1% | $2,551-16.7% |
| Participant deferral / active EE | $5,627 | $4,224+33.2% | $5,098+10.4% | $4,139+35.9% |
| Admin fee / account holder | $2,238 | $9,013-75.2% | $12,098-81.5% | $7,234-69.1% |