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 | $92,067 | $86,949+5.9% | $102,460-10.1% | $80,959+13.7% |
| Participation rate | 89.4% | 72.4%+17.0pp | 76.5%+12.9pp | 67.7%+21.7pp |
| Annual return | 12.62% | 18.89%-6.3pp | 29.47%-16.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $2,353 | $2,370-0.7% | $3,025-22.2% | $2,757-14.6% |
| Participant deferral / active EE | $4,702 | $4,121+14.1% | $5,056-7.0% | $4,300+9.3% |
| Admin fee / account holder | $9,577 | $8,048+19.0% | $9,460+1.2% | $6,925+38.3% |