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 | $87,083 | $86,938+0.2% | $102,423-15.0% | $80,925+7.6% |
| Participation rate | 90.8% | 72.4%+18.4pp | 76.5%+14.3pp | 67.7%+23.1pp |
| Annual return | 11.65% | 18.89%-7.2pp | 29.42%-17.8pp | 35.65%-24.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,272 | $4,120+52.2% | $5,054+24.1% | $4,299+45.9% |
| Admin fee / account holder | $8,929 | $8,053+10.9% | $9,455-5.6% | $6,940+28.7% |