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 | $81,401 | $72,486+12.3% | $87,103-6.5% | $72,976+11.5% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 23.95% | 24.46%-0.5pp | 28.19%-4.2pp | 81.02%-57.1pp |
| Employer contribution / active EE | $1,670 | $1,894-11.8% | $2,521-33.8% | $2,440-31.6% |
| Participant deferral / active EE | $4,070 | $3,270+24.5% | $4,049+0.5% | $3,608+12.8% |
| Admin fee / account holder | $791 | $5,055-84.3% | $7,491-89.4% | $5,124-84.6% |