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 | $84,285 | $58,493+44.1% | $84,021+0.3% | $72,975+15.5% |
| Participation rate | 81.1% | 61.2%+19.8pp | 69.0%+12.1pp | 69.5%+11.6pp |
| Annual return | 19.56% | 28.93%-9.4pp | 71.32%-51.8pp | 81.01%-61.5pp |
| Employer contribution / active EE | $2,703 | $1,163+132.4% | $1,984+36.2% | $2,440+10.8% |
| Participant deferral / active EE | $2,444 | $2,394+2.1% | $3,239-24.6% | $3,608-32.3% |
| Admin fee / account holder | $6,851 | $4,569+50.0% | $6,102+12.3% | $5,124+33.7% |