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 | $79,100 | $45,082+75.5% | $69,464+13.9% | $72,975+8.4% |
| Participation rate | 88.0% | 68.5%+19.5pp | 74.6%+13.4pp | 69.5%+18.5pp |
| Annual return | 19.76% | 22.66%-2.9pp | 28.98%-9.2pp | 81.01%-61.3pp |
| Employer contribution / active EE | $3,332 | $2,055+62.1% | $2,779+19.9% | $2,440+36.6% |
| Participant deferral / active EE | $3,353 | $2,604+28.8% | $3,536-5.2% | $3,608-7.1% |
| Admin fee / account holder | $2,384 | $3,057-22.0% | $3,840-37.9% | $5,124-53.5% |