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 | $86,711 | $80,983+7.1% | $96,544-10.2% | $75,177+15.3% |
| Participation rate | 74.4% | 71.8%+2.6pp | 76.0%-1.6pp | 67.2%+7.2pp |
| Annual return | 20.26% | 27.05%-6.8pp | 25.88%-5.6pp | 160.75%-140.5pp |
| Employer contribution / active EE | $1,072 | $2,282-53.0% | $2,966-63.9% | $2,671-59.9% |
| Participant deferral / active EE | $4,411 | $3,929+12.3% | $4,851-9.1% | $4,126+6.9% |
| Admin fee / account holder | $318 | $6,717-95.3% | $8,254-96.2% | $5,651-94.4% |