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 | $89,106 | $80,992+10.0% | $96,534-7.7% | $75,173+18.5% |
| Participation rate | 86.9% | 71.8%+15.1pp | 76.0%+10.9pp | 67.2%+19.7pp |
| Annual return | 16.90% | 27.05%-10.2pp | 25.88%-9.0pp | 160.72%-143.8pp |
| Employer contribution / active EE | $1,847 | $2,283-19.1% | $2,965-37.7% | $2,671-30.8% |
| Participant deferral / active EE | $5,229 | $3,929+33.1% | $4,851+7.8% | $4,126+26.7% |
| Admin fee / account holder | $12,803 | $6,717+90.6% | $8,253+55.1% | $5,651+126.6% |