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 | $80,851 | $77,460+4.4% | $100,378-19.5% | $80,925-0.1% |
| Participation rate | 89.8% | 76.9%+12.9pp | 81.5%+8.3pp | 67.7%+22.2pp |
| Annual return | 19.83% | 37.24%-17.4pp | 49.41%-29.6pp | 35.65%-15.8pp |
| Employer contribution / active EE | $4,514 | $2,801+61.2% | $3,942+14.5% | $2,756+63.8% |
| Participant deferral / active EE | $11,402 | $6,818+67.2% | $8,087+41.0% | $4,299+165.3% |
| Admin fee / account holder | $1,559 | $5,887-73.5% | $7,899-80.3% | $6,940-77.5% |