Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $92,626 | $70,486+31.4% | $100,535-7.9% | $79,856+16.0% |
| Participation rate | 96.3% | 73.6%+22.6pp | 79.4%+16.9pp | 69.6%+26.7pp |
| Annual return | 16.96% | 21.90%-4.9pp | 30.90%-13.9pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,328 | $2,165+7.5% | $3,419-31.9% | $2,471-5.8% |
| Participant deferral / active EE | $6,134 | $5,182+18.4% | $6,271-2.2% | $3,741+64.0% |
| Admin fee / account holder | $1,290 | $4,480-71.2% | $8,085-84.0% | $5,306-75.7% |