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 | $94,319 | $80,983+16.5% | $96,544-2.3% | $75,177+25.5% |
| Participation rate | 98.9% | 71.8%+27.1pp | 76.0%+22.9pp | 67.2%+31.7pp |
| Annual return | 21.43% | 27.05%-5.6pp | 25.88%-4.4pp | 160.75%-139.3pp |
| Employer contribution / active EE | $2,303 | $2,282+0.9% | $2,966-22.4% | $2,671-13.8% |
| Participant deferral / active EE | $6,303 | $3,929+60.4% | $4,851+29.9% | $4,126+52.7% |
| Admin fee / account holder | $1,594 | $6,717-76.3% | $8,254-80.7% | $5,651-71.8% |