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 | $80,745 | $95,453-15.4% | $112,040-27.9% | $82,448-2.1% |
| Participation rate | 96.3% | 72.8%+23.6pp | 76.5%+19.8pp | 68.1%+28.3pp |
| Annual return | 12.50% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,812 | $2,318-21.8% | $2,954-38.7% | $2,551-29.0% |
| Participant deferral / active EE | $4,926 | $4,224+16.6% | $5,098-3.4% | $4,139+19.0% |
| Admin fee / account holder | $14,803 | $9,013+64.2% | $12,098+22.4% | $7,234+104.6% |