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 | $78,009 | $49,249+58.4% | $70,476+10.7% | $79,852-2.3% |
| Participation rate | 79.0% | 69.2%+9.9pp | 75.1%+4.0pp | 69.6%+9.4pp |
| Annual return | 14.85% | 30.09%-15.2pp | 109.12%-94.3pp | 31.72%-16.9pp |
| Employer contribution / active EE | $1,913 | $2,100-8.9% | $2,738-30.1% | $2,471-22.6% |
| Participant deferral / active EE | $3,423 | $2,769+23.6% | $3,710-7.7% | $3,740-8.5% |
| Admin fee / account holder | $1,867 | $2,878-35.1% | $3,847-51.5% | $5,306-64.8% |