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 | $97,631 | $87,106+12.1% | $105,607-7.6% | $80,935+20.6% |
| Participation rate | 91.5% | 70.4%+21.0pp | 75.3%+16.2pp | 67.7%+23.8pp |
| Annual return | 23.28% | 17.01%+6.3pp | 116.11%-92.8pp | 35.66%-12.4pp |
| Employer contribution / active EE | $1,972 | $2,396-17.7% | $3,167-37.7% | $2,757-28.5% |
| Participant deferral / active EE | $4,650 | $3,986+16.7% | $5,011-7.2% | $4,299+8.1% |
| Admin fee / account holder | $2,084 | $8,447-75.3% | $10,958-81.0% | $6,924-69.9% |