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 | $73,628 | $75,720-2.8% | $90,312-18.5% | $86,983-15.4% |
| Participation rate | 81.0% | 66.3%+14.7pp | 72.9%+8.1pp | 69.5%+11.4pp |
| Annual return | 16.03% | 18.55%-2.5pp | 18.90%-2.9pp | 25.83%-9.8pp |
| Employer contribution / active EE | $3,085 | $1,945+58.6% | $2,243+37.6% | $2,584+19.4% |
| Participant deferral / active EE | $2,057 | $3,001-31.4% | $3,749-45.1% | $4,194-50.9% |
| Admin fee / account holder | $1,046 | $6,201-83.1% | $8,248-87.3% | $7,856-86.7% |