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 | $77,523+4.3% | $100,383-19.5% | $80,8740% |
| Participation rate | 89.8% | 77.0%+12.9pp | 81.5%+8.3pp | 67.6%+22.2pp |
| Annual return | 19.83% | 37.21%-17.4pp | 49.26%-29.4pp | 35.62%-15.8pp |
| Employer contribution / active EE | $4,514 | $2,801+61.1% | $3,944+14.5% | $2,756+63.8% |
| Participant deferral / active EE | $11,402 | $6,822+67.1% | $8,086+41.0% | $4,297+165.4% |
| Admin fee / account holder | $1,559 | $5,899-73.6% | $7,900-80.3% | $6,935-77.5% |