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 | $76,931 | $81,403-5.5% | $147,027-47.7% | $87,485-12.1% |
| Participation rate | 97.3% | 63.4%+33.9pp | 73.7%+23.6pp | 68.9%+28.4pp |
| Annual return | 18.47% | 16.51%+2.0pp | 20.23%-1.8pp | 26.06%-7.6pp |
| Employer contribution / active EE | $5,066 | $2,205+129.7% | $3,626+39.7% | $2,596+95.1% |
| Participant deferral / active EE | $3,698 | $3,315+11.5% | $4,933-25.0% | $4,274-13.5% |
| Admin fee / account holder | $4,491 | $6,755-33.5% | $12,223-63.3% | $7,775-42.2% |