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 | $85,030 | $73,787+15.2% | $98,716-13.9% | $82,448+3.1% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.3%+5.7pp | 68.1%+6.9pp |
| Annual return | 13.50% | 18.57%-5.1pp | 31.81%-18.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,117 | $1,511-26.1% | $2,279-51.0% | $2,551-56.2% |
| Participant deferral / active EE | $2,873 | $3,081-6.8% | $4,048-29.0% | $4,139-30.6% |
| Admin fee / account holder | $7,671 | $6,500+18.0% | $8,703-11.9% | $7,234+6.0% |