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 | $81,039 | $71,215+13.8% | $93,696-13.5% | $80,935+0.1% |
| Participation rate | 71.7% | 60.4%+11.3pp | 68.7%+3.0pp | 67.7%+4.1pp |
| Annual return | 14.78% | 11.27%+3.5pp | 133.74%-119.0pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,983 | $1,565+26.7% | $2,422-18.1% | $2,757-28.1% |
| Participant deferral / active EE | $3,302 | $4,037-18.2% | $4,417-25.2% | $4,299-23.2% |
| Admin fee / account holder | $6,139 | $6,958-11.8% | $8,287-25.9% | $6,924-11.3% |