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 | $88,044 | $78,423+12.3% | $95,964-8.3% | $79,856+10.3% |
| Participation rate | 86.5% | 73.5%+13.0pp | 77.1%+9.5pp | 69.6%+16.9pp |
| Annual return | 13.00% | 19.37%-6.4pp | 91.64%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,295 | $1,945-33.4% | $2,541-49.0% | $2,471-47.6% |
| Participant deferral / active EE | $4,593 | $3,440+33.5% | $4,167+10.2% | $3,741+22.8% |
| Admin fee / account holder | $7,561 | $5,622+34.5% | $6,797+11.2% | $5,306+42.5% |