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 | $87,822 | $72,607+21.0% | $90,259-2.7% | $87,485+0.4% |
| Participation rate | 80.6% | 64.8%+15.8pp | 70.7%+9.9pp | 68.9%+11.7pp |
| Annual return | 19.42% | 18.59%+0.8pp | 18.88%+0.5pp | 26.06%-6.6pp |
| Employer contribution / active EE | $3,453 | $1,919+79.9% | $2,291+50.7% | $2,596+33.0% |
| Participant deferral / active EE | $7,591 | $3,055+148.5% | $3,827+98.4% | $4,274+77.6% |
| Admin fee / account holder | $3,603 | $5,947-39.4% | $7,267-50.4% | $7,775-53.7% |