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 | $93,837 | $87,733+7.0% | $106,555-11.9% | $85,847+9.3% |
| Participation rate | 86.8% | 71.9%+14.9pp | 76.1%+10.7pp | 69.3%+17.5pp |
| Annual return | 14.37% | 21.86%-7.5pp | 26.80%-12.4pp | 318.61%-304.2pp |
| Employer contribution / active EE | $1,814 | $2,073-12.5% | $2,819-35.7% | $2,565-29.3% |
| Participant deferral / active EE | $5,785 | $3,469+66.8% | $4,399+31.5% | $3,952+46.4% |
| Admin fee / account holder | $5,105 | $6,767-24.6% | $7,408-31.1% | $6,261-18.5% |