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 | $96,542 | $97,550-1.0% | $120,344-19.8% | $87,485+10.4% |
| Participation rate | 95.1% | 72.8%+22.3pp | 76.7%+18.4pp | 68.9%+26.2pp |
| Annual return | 17.25% | 18.41%-1.2pp | 20.30%-3.1pp | 26.06%-8.8pp |
| Employer contribution / active EE | $2,950 | $2,291+28.8% | $3,020-2.3% | $2,596+13.6% |
| Participant deferral / active EE | $7,407 | $4,230+75.1% | $5,135+44.2% | $4,274+73.3% |
| Admin fee / account holder | $5,367 | $9,543-43.8% | $12,742-57.9% | $7,775-31.0% |