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 | $75,720+16.0% | $90,312-2.8% | $86,983+1.0% |
| Participation rate | 80.6% | 66.3%+14.4pp | 72.9%+7.7pp | 69.5%+11.1pp |
| Annual return | 19.42% | 18.55%+0.9pp | 18.90%+0.5pp | 25.83%-6.4pp |
| Employer contribution / active EE | $3,453 | $1,945+77.5% | $2,243+54.0% | $2,584+33.6% |
| Participant deferral / active EE | $7,591 | $3,001+153.0% | $3,749+102.5% | $4,194+81.0% |
| Admin fee / account holder | $3,603 | $6,201-41.9% | $8,248-56.3% | $7,856-54.1% |