Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $82,192 | $93,617-12.2% | $135,982-39.6% | $75,177+9.3% |
| Participation rate | 81.3% | 75.2%+6.0pp | 81.9%-0.7pp | 67.2%+14.0pp |
| Annual return | 32.51% | 30.89%+1.6pp | 68.32%-35.8pp | 160.75%-128.2pp |
| Employer contribution / active EE | $6,086 | $3,538+72.0% | $4,859+25.3% | $2,671+127.9% |
| Participant deferral / active EE | $6,981 | $6,406+9.0% | $7,760-10.0% | $4,126+69.2% |
| Admin fee / account holder | $2,058 | $6,980-70.5% | $10,767-80.9% | $5,651-63.6% |