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 | $85,323 | $78,707+8.4% | $117,861-27.6% | $70,126+21.7% |
| Participation rate | 86.5% | 73.2%+13.3pp | 79.7%+6.9pp | 69.5%+17.0pp |
| Annual return | 18.52% | 23.30%-4.8pp | 335.11%-316.6pp | 73.15%-54.6pp |
| Employer contribution / active EE | $2,611 | $2,223+17.4% | $3,786-31.0% | $2,343+11.5% |
| Participant deferral / active EE | $5,192 | $3,297+57.5% | $4,482+15.8% | $3,332+55.8% |
| Admin fee / account holder | $1,554 | $5,066-69.3% | $8,021-80.6% | $4,645-66.6% |