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 | $86,554 | $71,197+21.6% | $93,669-7.6% | $80,925+7.0% |
| Participation rate | 78.9% | 60.4%+18.6pp | 68.7%+10.2pp | 67.7%+11.3pp |
| Annual return | 13.31% | 11.27%+2.0pp | 133.59%-120.3pp | 35.65%-22.3pp |
| Employer contribution / active EE | $1,618 | $1,565+3.4% | $2,424-33.2% | $2,756-41.3% |
| Participant deferral / active EE | $4,118 | $4,036+2.1% | $4,416-6.7% | $4,299-4.2% |
| Admin fee / account holder | $11,225 | $6,959+61.3% | $8,291+35.4% | $6,940+61.7% |