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 | $86,187 | $87,060-1.0% | $105,591-18.4% | $80,911+6.5% |
| Participation rate | 88.9% | 70.4%+18.4pp | 75.3%+13.6pp | 67.6%+21.2pp |
| Annual return | 25.04% | 17.05%+8.0pp | 116.43%-91.4pp | 35.63%-10.6pp |
| Employer contribution / active EE | $5,920 | $2,396+147.1% | $3,166+87.0% | $2,756+114.8% |
| Participant deferral / active EE | $13,995 | $3,986+251.1% | $5,008+179.4% | $4,297+225.7% |
| Admin fee / account holder | $7,409 | $8,442-12.2% | $11,024-32.8% | $6,935+6.8% |