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 | $79,406 | $47,848+66.0% | $81,473-2.5% | $70,124+13.2% |
| Participation rate | 88.0% | 58.3%+29.7pp | 68.0%+20.0pp | 69.5%+18.5pp |
| Annual return | 17.97% | 27.25%-9.3pp | 38.78%-20.8pp | 73.14%-55.2pp |
| Employer contribution / active EE | $621 | $1,527-59.3% | $2,568-75.8% | $2,342-73.5% |
| Participant deferral / active EE | $7,654 | $2,453+212.0% | $3,537+116.4% | $3,332+129.7% |
| Admin fee / account holder | $1,365 | $3,145-56.6% | $4,561-70.1% | $4,645-70.6% |