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 | $86,968 | $86,9490% | $102,460-15.1% | $80,959+7.4% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.7%+24.9pp |
| Annual return | 11.67% | 18.89%-7.2pp | 29.47%-17.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $2,449 | $2,370+3.3% | $3,025-19.0% | $2,757-11.2% |
| Participant deferral / active EE | $6,135 | $4,121+48.9% | $5,056+21.3% | $4,300+42.7% |
| Admin fee / account holder | $9,411 | $8,048+16.9% | $9,460-0.5% | $6,925+35.9% |