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 | $79,985 | $86,938-8.0% | $102,423-21.9% | $80,925-1.2% |
| Participation rate | 71.0% | 72.4%-1.4pp | 76.5%-5.5pp | 67.7%+3.3pp |
| Annual return | 10.78% | 18.89%-8.1pp | 29.42%-18.6pp | 35.65%-24.9pp |
| Employer contribution / active EE | $2,020 | $2,369-14.7% | $3,023-33.2% | $2,756-26.7% |
| Participant deferral / active EE | $3,975 | $4,120-3.5% | $5,054-21.4% | $4,299-7.5% |
| Admin fee / account holder | $1,224 | $8,053-84.8% | $9,455-87.1% | $6,940-82.4% |