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 | $79,238 | $80,983-2.2% | $96,544-17.9% | $75,177+5.4% |
| Participation rate | 89.3% | 71.8%+17.5pp | 76.0%+13.3pp | 67.2%+22.1pp |
| Annual return | 20.71% | 27.05%-6.3pp | 25.88%-5.2pp | 160.75%-140.0pp |
| Employer contribution / active EE | $3,520 | $2,282+54.2% | $2,966+18.7% | $2,671+31.8% |
| Participant deferral / active EE | $7,175 | $3,929+82.6% | $4,851+47.9% | $4,126+73.9% |
| Admin fee / account holder | $881 | $6,717-86.9% | $8,254-89.3% | $5,651-84.4% |