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 | $88,211 | $84,236+4.7% | $170,435-48.2% | $70,126+25.8% |
| Participation rate | 88.7% | 70.8%+17.8pp | 83.6%+5.1pp | 69.5%+19.1pp |
| Annual return | 18.71% | 23.06%-4.4pp | 205.94%-187.2pp | 73.15%-54.4pp |
| Employer contribution / active EE | $1,887 | $3,387-44.3% | $5,432-65.3% | $2,343-19.5% |
| Participant deferral / active EE | $4,384 | $3,086+42.1% | $4,939-11.2% | $3,332+31.6% |
| Admin fee / account holder | $2,593 | $5,698-54.5% | $13,881-81.3% | $4,645-44.2% |