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 | $72,512 | $64,462+12.5% | $81,482-11.0% | $80,911-10.4% |
| Participation rate | 77.9% | 63.9%+14.1pp | 69.5%+8.4pp | 67.6%+10.3pp |
| Annual return | 12.77% | 16.35%-3.6pp | 24.79%-12.0pp | 35.63%-22.9pp |
| Employer contribution / active EE | $2,236 | $1,979+13.0% | $2,463-9.2% | $2,756-18.9% |
| Participant deferral / active EE | $4,876 | $3,094+57.6% | $3,885+25.5% | $4,297+13.5% |
| Admin fee / account holder | $5,235 | $5,678-7.8% | $5,761-9.1% | $6,935-24.5% |