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 | $88,107 | $81,487+8.1% | $102,412-14.0% | $80,935+8.9% |
| Participation rate | 71.1% | 66.8%+4.3pp | 74.5%-3.4pp | 67.7%+3.4pp |
| Annual return | 18.19% | 25.60%-7.4pp | 24.94%-6.8pp | 35.66%-17.5pp |
| Employer contribution / active EE | $5,098 | $3,103+64.3% | $3,870+31.7% | $2,757+84.9% |
| Participant deferral / active EE | $6,999 | $3,871+80.8% | $5,060+38.3% | $4,299+62.8% |
| Admin fee / account holder | $725 | $6,717-89.2% | $8,388-91.4% | $6,924-89.5% |