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 | $74,321 | $63,365+17.3% | $91,994-19.2% | $72,976+1.8% |
| Participation rate | 87.8% | 72.5%+15.3pp | 78.6%+9.2pp | 69.5%+18.3pp |
| Annual return | 27.26% | 35.35%-8.1pp | 69.04%-41.8pp | 81.02%-53.8pp |
| Employer contribution / active EE | $2,853 | $2,116+34.8% | $3,453-17.4% | $2,440+16.9% |
| Participant deferral / active EE | $5,596 | $4,883+14.6% | $5,924-5.5% | $3,608+55.1% |
| Admin fee / account holder | $1,778 | $4,670-61.9% | $7,744-77.0% | $5,124-65.3% |