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 | $83,873 | $60,349+39.0% | $74,184+13.1% | $62,881+33.4% |
| Participation rate | 84.8% | 72.7%+12.1pp | 76.6%+8.2pp | 69.3%+15.5pp |
| Annual return | 7.40% | 21.38%-14.0pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,724 | $1,680+2.6% | $2,370-27.3% | $2,281-24.4% |
| Participant deferral / active EE | $3,900 | $2,856+36.5% | $3,550+9.9% | $3,203+21.8% |
| Admin fee / account holder | $10,309 | $4,261+141.9% | $5,586+84.6% | $4,296+140.0% |