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 | $88,089 | $80,983+8.8% | $96,544-8.8% | $75,177+17.2% |
| Participation rate | 94.7% | 71.8%+22.9pp | 76.0%+18.8pp | 67.2%+27.5pp |
| Annual return | 15.96% | 27.05%-11.1pp | 25.88%-9.9pp | 160.75%-144.8pp |
| Employer contribution / active EE | $3,700 | $2,282+62.1% | $2,966+24.7% | $2,671+38.5% |
| Participant deferral / active EE | $6,176 | $3,929+57.2% | $4,851+27.3% | $4,126+49.7% |
| Admin fee / account holder | $6,393 | $6,717-4.8% | $8,254-22.5% | $5,651+13.1% |