Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $93,402 | $162,136-42.4% | $152,301-38.7% | $154,746-39.6% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 15.21% | 91.02%-75.8pp | 80.50%-65.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $5,097 | $4,890+4.2% | $4,624+10.2% | $4,379+16.4% |
| Participant deferral / active EE | $9,004 | $8,341+8.0% | $8,004+12.5% | $6,730+33.8% |
| Admin fee / account holder | $24,766 | $15,759+57.1% | $14,398+72.0% | $14,365+72.4% |