Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $79,096 | $87,106-9.2% | $105,607-25.1% | $80,935-2.3% |
| Participation rate | 95.7% | 70.4%+25.2pp | 75.3%+20.4pp | 67.7%+28.0pp |
| Annual return | 15.14% | 17.01%-1.9pp | 116.11%-101.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $5,203 | $2,396+117.1% | $3,167+64.3% | $2,757+88.7% |
| Participant deferral / active EE | $6,295 | $3,986+57.9% | $5,011+25.6% | $4,299+46.4% |
| Admin fee / account holder | $4,429 | $8,447-47.6% | $10,958-59.6% | $6,924-36.0% |