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 | $84,433 | $99,875-15.5% | $146,866-42.5% | $86,983-2.9% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.5%-0.2pp | 69.5%+12.8pp |
| Annual return | 17.75% | 28.10%-10.3pp | 102.85%-85.1pp | 25.83%-8.1pp |
| Employer contribution / active EE | $1,578 | $3,224-51.1% | $4,425-64.3% | $2,584-38.9% |
| Participant deferral / active EE | $7,460 | $6,322+18.0% | $7,759-3.9% | $4,194+77.9% |
| Admin fee / account holder | $10,037 | $7,838+28.1% | $13,620-26.3% | $7,856+27.8% |