Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $88,859 | $87,106+2.0% | $105,607-15.9% | $80,935+9.8% |
| Participation rate | 82.2% | 70.4%+11.8pp | 75.3%+6.9pp | 67.7%+14.5pp |
| Annual return | 21.40% | 17.01%+4.4pp | 116.11%-94.7pp | 35.66%-14.3pp |
| Employer contribution / active EE | $2,141 | $2,396-10.6% | $3,167-32.4% | $2,757-22.3% |
| Participant deferral / active EE | $6,776 | $3,986+70.0% | $5,011+35.2% | $4,299+57.6% |
| Admin fee / account holder | $8,837 | $8,447+4.6% | $10,958-19.4% | $6,924+27.6% |