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 | $87,098 | $81,276+7.2% | $155,574-44.0% | $80,925+7.6% |
| Participation rate | 76.9% | 66.2%+10.7pp | 78.2%-1.3pp | 67.7%+9.3pp |
| Annual return | 13.17% | 33.36%-20.2pp | 64.87%-51.7pp | 35.65%-22.5pp |
| Employer contribution / active EE | $6,168 | $3,103+98.8% | $4,676+31.9% | $2,756+123.8% |
| Participant deferral / active EE | $4,837 | $3,453+40.1% | $5,629-14.1% | $4,299+12.5% |
| Admin fee / account holder | $1,301 | $7,993-83.7% | $15,914-91.8% | $6,940-81.2% |