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 | $85,745 | $67,602+26.8% | $82,312+4.2% | $70,126+22.3% |
| Participation rate | 94.5% | 72.8%+21.8pp | 76.9%+17.7pp | 69.5%+25.0pp |
| Annual return | 18.56% | 21.57%-3.0pp | 25.88%-7.3pp | 73.15%-54.6pp |
| Employer contribution / active EE | $2,182 | $1,755+24.3% | $2,428-10.2% | $2,343-6.9% |
| Participant deferral / active EE | $6,930 | $2,987+132.0% | $3,706+87.0% | $3,332+108.0% |
| Admin fee / account holder | $1,076 | $4,512-76.1% | $5,608-80.8% | $4,645-76.8% |