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 | $91,142 | $76,407+19.3% | $150,298-39.4% | $82,448+10.5% |
| Participation rate | 86.8% | 66.4%+20.4pp | 77.8%+9.1pp | 68.1%+18.8pp |
| Annual return | 33.12% | 39.99%-6.9pp | 62.79%-29.7pp | 41.64%-8.5pp |
| Employer contribution / active EE | $3,816 | $2,614+46.0% | $4,154-8.1% | $2,551+49.6% |
| Participant deferral / active EE | $9,673 | $3,214+200.9% | $5,453+77.4% | $4,139+133.7% |
| Admin fee / account holder | $13,102 | $6,352+106.3% | $14,116-7.2% | $7,234+81.1% |