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 | $82,640 | $78,197+5.7% | $98,090-15.8% | $82,6370% |
| Participation rate | 86.1% | 77.5%+8.6pp | 81.5%+4.5pp | 68.1%+18.0pp |
| Annual return | 17.84% | 40.25%-22.4pp | 37.05%-19.2pp | 53.51%-35.7pp |
| Employer contribution / active EE | $5,456 | $2,605+109.5% | $3,606+51.3% | $2,552+113.8% |
| Participant deferral / active EE | $9,784 | $6,636+47.4% | $7,845+24.7% | $4,126+137.1% |
| Admin fee / account holder | $7,368 | $14,832-50.3% | $11,815-37.6% | $7,339+0.4% |