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 | $86,776 | $93,055-6.7% | $153,741-43.6% | $80,959+7.2% |
| Participation rate | 92.7% | 69.0%+23.7pp | 77.1%+15.6pp | 67.7%+25.0pp |
| Annual return | 17.37% | 19.97%-2.6pp | 15.71%+1.7pp | 35.67%-18.3pp |
| Employer contribution / active EE | $3,847 | $3,504+9.8% | $5,042-23.7% | $2,757+39.5% |
| Participant deferral / active EE | $8,464 | $5,172+63.6% | $6,757+25.3% | $4,300+96.8% |
| Admin fee / account holder | $2,989 | $8,881-66.3% | $12,749-76.6% | $6,925-56.8% |