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 | $63,003 | $86,949-27.5% | $102,460-38.5% | $80,959-22.2% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.7%+20.8pp |
| Annual return | 13.74% | 18.89%-5.2pp | 29.47%-15.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,517 | $2,370+6.2% | $3,025-16.8% | $2,757-8.7% |
| Participant deferral / active EE | $4,740 | $4,121+15.0% | $5,056-6.3% | $4,300+10.2% |
| Admin fee / account holder | $7,383 | $8,048-8.3% | $9,460-22.0% | $6,925+6.6% |