Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $95,895 | $90,674+5.8% | $96,707-0.8% | $82,448+16.3% |
| Participation rate | 80.8% | 75.9%+4.8pp | 80.4%+0.4pp | 68.1%+12.7pp |
| Annual return | 14.90% | 49.05%-34.1pp | 34.78%-19.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,311 | $3,975-16.7% | $4,191-21.0% | $2,551+29.8% |
| Participant deferral / active EE | $7,411 | $5,696+30.1% | $5,997+23.6% | $4,139+79.0% |
| Admin fee / account holder | $10,800 | $7,568+42.7% | $7,503+44.0% | $7,234+49.3% |