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 | $68,838 | $73,884-6.8% | $95,960-28.3% | - |
| Participation rate | 87.9% | 80.0%+7.9pp | 77.1%+10.8pp | - |
| Annual return | 16.47% | 11.13%+5.3pp | 91.63%-75.2pp | - |
| Employer contribution / active EE | $4,680 | $1,782+162.7% | $2,541+84.2% | - |
| Participant deferral / active EE | $5,428 | $3,914+38.7% | $4,167+30.3% | - |
| Admin fee / account holder | $6,113 | $4,316+41.6% | $6,797-10.1% | - |