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 | $85,645 | $81,358+5.3% | $155,556-44.9% | $80,959+5.8% |
| Participation rate | 90.9% | 66.3%+24.6pp | 78.2%+12.7pp | 67.7%+23.2pp |
| Annual return | 11.19% | 33.39%-22.2pp | 64.84%-53.6pp | 35.67%-24.5pp |
| Employer contribution / active EE | $4,187 | $3,106+34.8% | $4,675-10.4% | $2,757+51.9% |
| Participant deferral / active EE | $5,007 | $3,455+44.9% | $5,631-11.1% | $4,300+16.4% |
| Admin fee / account holder | $15,839 | $7,994+98.1% | $15,885-0.3% | $6,925+128.7% |