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 | $83,898+1.3% | $133,346-36.2% | $94,015-9.6% |
| Participation rate | 75.0% | 63.4%+11.6pp | 72.8%+2.2pp | 70.8%+4.2pp |
| Annual return | 13.50% | 16.00%-2.5pp | 36.85%-23.3pp | 17.84%-4.3pp |
| Employer contribution / active EE | $1,117 | $1,821-38.6% | $2,853-60.9% | $2,790-60.0% |
| Participant deferral / active EE | $2,873 | $3,245-11.5% | $4,332-33.7% | $4,249-32.4% |
| Admin fee / account holder | $7,671 | $7,809-1.8% | $14,264-46.2% | $8,951-14.3% |