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 | $88,496 | $81,276+8.9% | $155,574-43.1% | $80,925+9.4% |
| Participation rate | 91.8% | 66.2%+25.6pp | 78.2%+13.6pp | 67.7%+24.2pp |
| Annual return | 16.87% | 33.36%-16.5pp | 64.87%-48.0pp | 35.65%-18.8pp |
| Employer contribution / active EE | $4,202 | $3,103+35.4% | $4,676-10.1% | $2,756+52.5% |
| Participant deferral / active EE | $6,899 | $3,453+99.8% | $5,629+22.6% | $4,299+60.5% |
| Admin fee / account holder | $3,813 | $7,993-52.3% | $15,914-76.0% | $6,940-45.1% |