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 | $69,210 | $86,938-20.4% | $102,423-32.4% | $80,925-14.5% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.7%+15.7pp |
| Annual return | 15.89% | 18.89%-3.0pp | 29.42%-13.5pp | 35.65%-19.8pp |
| Employer contribution / active EE | $2,643 | $2,369+11.6% | $3,023-12.6% | $2,756-4.1% |
| Participant deferral / active EE | $7,306 | $4,120+77.3% | $5,054+44.5% | $4,299+70.0% |
| Admin fee / account holder | $9,374 | $8,053+16.4% | $9,455-0.9% | $6,940+35.1% |