Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $90,446 | $80,992+11.7% | $96,534-6.3% | $75,173+20.3% |
| Participation rate | 91.9% | 71.8%+20.1pp | 76.0%+15.9pp | 67.2%+24.7pp |
| Annual return | 18.11% | 27.05%-8.9pp | 25.88%-7.8pp | 160.72%-142.6pp |
| Employer contribution / active EE | $4,501 | $2,283+97.2% | $2,965+51.8% | $2,671+68.5% |
| Participant deferral / active EE | $4,046 | $3,929+3.0% | $4,851-16.6% | $4,126-2.0% |
| Admin fee / account holder | $9,463 | $6,717+40.9% | $8,253+14.7% | $5,651+67.5% |