Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $88,907 | $86,938+2.3% | $102,423-13.2% | $80,925+9.9% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.7%+28.6pp |
| Annual return | 81.78% | 18.89%+62.9pp | 29.42%+52.4pp | 35.65%+46.1pp |
| Employer contribution / active EE | $4,328 | $2,369+82.7% | $3,023+43.2% | $2,756+57.0% |
| Participant deferral / active EE | $7,092 | $4,120+72.1% | $5,054+40.3% | $4,299+65.0% |
| Admin fee / account holder | $1,596 | $8,053-80.2% | $9,455-83.1% | $6,940-77.0% |