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 | $85,766 | $87,037-1.5% | $106,201-19.2% | $80,874+6.0% |
| Participation rate | 83.0% | 70.4%+12.6pp | 75.3%+7.7pp | 67.6%+15.4pp |
| Annual return | 13.12% | 17.05%-3.9pp | 116.26%-103.1pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,808 | $2,396-24.6% | $3,170-43.0% | $2,756-34.4% |
| Participant deferral / active EE | $4,625 | $3,986+16.0% | $5,012-7.7% | $4,297+7.6% |
| Admin fee / account holder | $8,095 | $8,434-4.0% | $11,039-26.7% | $6,935+16.7% |