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 | $91,296 | $106,974-14.7% | $90,796+0.6% | $138,895-34.3% |
| Participation rate | 86.7% | 74.9%+11.8pp | 69.5%+17.2pp | 79.9%+6.7pp |
| Annual return | 15.00% | 20.10%-5.1pp | 19.29%-4.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $3,302 | $2,609+26.6% | $2,294+43.9% | $4,194-21.3% |
| Participant deferral / active EE | $8,657 | $4,455+94.3% | $3,822+126.5% | $6,396+35.3% |
| Admin fee / account holder | $3,253 | $8,626-62.3% | $7,024-53.7% | $12,562-74.1% |