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 | $89,088 | $72,486+22.9% | $87,103+2.3% | $72,976+22.1% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.9%+4.9pp | 69.5%+12.3pp |
| Annual return | 22.98% | 24.46%-1.5pp | 28.19%-5.2pp | 81.02%-58.0pp |
| Employer contribution / active EE | $2,996 | $1,894+58.2% | $2,521+18.8% | $2,440+22.8% |
| Participant deferral / active EE | $5,711 | $3,270+74.7% | $4,049+41.1% | $3,608+58.3% |
| Admin fee / account holder | $6,155 | $5,055+21.8% | $7,491-17.8% | $5,124+20.1% |