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 | $84,710 | $69,590+21.7% | $136,867-38.1% | $94,015-9.9% |
| Participation rate | 92.9% | 66.3%+26.5pp | 74.5%+18.3pp | 70.8%+22.0pp |
| Annual return | 13.32% | 19.62%-6.3pp | 42.97%-29.7pp | 17.84%-4.5pp |
| Employer contribution / active EE | $4,829 | $2,396+101.5% | $3,547+36.1% | $2,790+73.1% |
| Participant deferral / active EE | $6,166 | $3,437+79.4% | $4,924+25.2% | $4,249+45.1% |
| Admin fee / account holder | $3,925 | $8,912-56.0% | $10,340-62.0% | $8,951-56.1% |