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 | $87,652 | $85,766+2.2% | $136,297-35.7% | $70,131+25.0% |
| Participation rate | 77.5% | 74.2%+3.3pp | 81.9%-4.5pp | 69.5%+7.9pp |
| Annual return | 22.05% | 31.45%-9.4pp | 5156.16%-5134.1pp | 73.14%-51.1pp |
| Employer contribution / active EE | $4,197 | $2,966+41.5% | $4,696-10.6% | $2,342+79.2% |
| Participant deferral / active EE | $8,709 | $5,051+72.4% | $6,247+39.4% | $3,332+161.4% |
| Admin fee / account holder | $6,007 | $5,420+10.8% | $9,244-35.0% | $4,645+29.3% |