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 | $79,615 | $86,940-8.4% | $102,434-22.3% | $80,935-1.6% |
| Participation rate | 87.2% | 72.4%+14.8pp | 76.5%+10.7pp | 67.7%+19.6pp |
| Annual return | 13.50% | 18.89%-5.4pp | 29.46%-16.0pp | 35.66%-22.2pp |
| Employer contribution / active EE | $1,770 | $2,370-25.3% | $3,023-41.4% | $2,757-35.8% |
| Participant deferral / active EE | $5,669 | $4,121+37.6% | $5,055+12.2% | $4,299+31.9% |
| Admin fee / account holder | $12,237 | $8,047+52.1% | $9,462+29.3% | $6,924+76.7% |