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 | $82,240 | $114,712-28.3% | $173,730-52.7% | $87,485-6.0% |
| Participation rate | 76.9% | 73.0%+3.9pp | 79.6%-2.6pp | 68.9%+8.0pp |
| Annual return | 16.28% | 20.18%-3.9pp | 19.96%-3.7pp | 26.06%-9.8pp |
| Employer contribution / active EE | $3,096 | $2,904+6.6% | $4,577-32.4% | $2,596+19.3% |
| Participant deferral / active EE | $4,715 | $4,642+1.6% | $6,326-25.5% | $4,274+10.3% |
| Admin fee / account holder | $5,368 | $10,210-47.4% | $17,523-69.4% | $7,775-31.0% |