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 | $94,047 | $81,358+15.6% | $155,556-39.5% | $80,959+16.2% |
| Participation rate | 88.0% | 66.3%+21.7pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 13.79% | 33.39%-19.6pp | 64.84%-51.0pp | 35.67%-21.9pp |
| Employer contribution / active EE | $3,453 | $3,106+11.1% | $4,675-26.2% | $2,757+25.2% |
| Participant deferral / active EE | $9,557 | $3,455+176.6% | $5,631+69.7% | $4,300+122.2% |
| Admin fee / account holder | $737 | $7,994-90.8% | $15,885-95.4% | $6,925-89.4% |