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 | $63,773+13.7% | $81,286-10.8% | $80,925-10.4% |
| Participation rate | 77.9% | 63.9%+14.0pp | 69.5%+8.4pp | 67.7%+10.3pp |
| Annual return | 12.77% | 16.37%-3.6pp | 24.80%-12.0pp | 35.65%-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 | $3,093+57.6% | $3,883+25.6% | $4,299+13.4% |
| Admin fee / account holder | $5,235 | $5,682-7.9% | $5,764-9.2% | $6,940-24.6% |