Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $82,159 | $75,923+8.2% | $102,434-19.8% | - |
| Participation rate | 73.7% | 71.4%+2.3pp | 76.5%-2.8pp | - |
| Annual return | 12.93% | 15.12%-2.2pp | 29.46%-16.5pp | - |
| Employer contribution / active EE | $2,660 | $2,206+20.6% | $3,023-12.0% | - |
| Participant deferral / active EE | $7,604 | $4,258+78.6% | $5,055+50.4% | - |
| Admin fee / account holder | $5,399 | $11,449-52.8% | $9,462-42.9% | - |