Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $83,737 | $63,773+31.3% | $81,286+3.0% | $80,925+3.5% |
| Participation rate | 72.1% | 63.9%+8.2pp | 69.5%+2.6pp | 67.7%+4.4pp |
| Annual return | 15.33% | 16.37%-1.0pp | 24.80%-9.5pp | 35.65%-20.3pp |
| Employer contribution / active EE | $1,708 | $1,979-13.7% | $2,463-30.6% | $2,756-38.0% |
| Participant deferral / active EE | $3,157 | $3,093+2.1% | $3,883-18.7% | $4,299-26.6% |
| Admin fee / account holder | $18,048 | $5,682+217.6% | $5,764+213.1% | $6,940+160.1% |