Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $99,096 | $58,057+70.7% | $97,032+2.1% | $86,983+13.9% |
| Participation rate | 80.6% | 60.4%+20.2pp | 71.6%+9.0pp | 69.5%+11.0pp |
| Annual return | 34.54% | 22.26%+12.3pp | 35.38%-0.8pp | 25.83%+8.7pp |
| Employer contribution / active EE | $3,948 | $1,663+137.3% | $2,629+50.2% | $2,584+52.7% |
| Participant deferral / active EE | $12,164 | $3,244+275.0% | $4,672+160.3% | $4,194+190.0% |
| Admin fee / account holder | $8,543 | $4,839+76.6% | $9,418-9.3% | $7,856+8.7% |