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 | $88,784 | $79,449+11.7% | $189,597-53.2% | $85,851+3.4% |
| Participation rate | 77.8% | 66.0%+11.8pp | 78.4%-0.7pp | 69.3%+8.5pp |
| Annual return | 16.02% | 18.45%-2.4pp | 64.20%-48.2pp | 318.63%-302.6pp |
| Employer contribution / active EE | $2,472 | $2,081+18.8% | $4,412-44.0% | $2,565-3.6% |
| Participant deferral / active EE | $5,333 | $4,051+31.6% | $6,174-13.6% | $3,952+34.9% |
| Admin fee / account holder | $4,900 | $5,377-8.9% | $9,807-50.0% | $6,261-21.7% |