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 | $88,243 | $73,988+19.3% | $96,538-8.6% | $75,177+17.4% |
| Participation rate | 71.9% | 66.4%+5.5pp | 74.3%-2.4pp | 67.2%+4.7pp |
| Annual return | 24.15% | 26.73%-2.6pp | 35.74%-11.6pp | 160.75%-136.6pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,187 | $3,660+123.7% | $4,880+67.8% | $4,126+98.4% |
| Admin fee / account holder | $5,836 | $5,220+11.8% | $6,737-13.4% | $5,651+3.3% |