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 | $89,241 | $81,276+9.8% | $155,574-42.6% | $80,925+10.3% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.7%+24.0pp |
| Annual return | 11.99% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,306 | $3,103-57.9% | $4,676-72.1% | $2,756-52.6% |
| Participant deferral / active EE | $5,555 | $3,453+60.9% | $5,629-1.3% | $4,299+29.2% |
| Admin fee / account holder | $1,890 | $7,993-76.4% | $15,914-88.1% | $6,940-72.8% |