Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $62,375 | $81,487-23.5% | $102,412-39.1% | $80,935-22.9% |
| Participation rate | 85.1% | 66.8%+18.2pp | 74.5%+10.6pp | 67.7%+17.4pp |
| Annual return | 26.16% | 25.60%+0.6pp | 24.94%+1.2pp | 35.66%-9.5pp |
| Employer contribution / active EE | $2,827 | $3,103-8.9% | $3,870-26.9% | $2,757+2.6% |
| Participant deferral / active EE | $5,516 | $3,871+42.5% | $5,060+9.0% | $4,299+28.3% |
| Admin fee / account holder | $6,915 | $6,717+2.9% | $8,388-17.6% | $6,924-0.1% |