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 | $91,066 | $83,485+9.1% | $125,192-27.3% | $72,975+24.8% |
| Participation rate | 86.8% | 73.3%+13.5pp | 79.8%+7.0pp | 69.5%+17.3pp |
| Annual return | 20.96% | 25.77%-4.8pp | 43.79%-22.8pp | 81.01%-60.1pp |
| Employer contribution / active EE | $2,327 | $2,346-0.8% | $3,866-39.8% | $2,440-4.6% |
| Participant deferral / active EE | $4,852 | $3,586+35.3% | $4,937-1.7% | $3,608+34.5% |
| Admin fee / account holder | $6,213 | $5,518+12.6% | $9,704-36.0% | $5,124+21.3% |