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 | $88,345 | $70,475+25.4% | $100,530-12.1% | $79,858+10.6% |
| Participation rate | 89.4% | 73.7%+15.7pp | 79.4%+9.9pp | 69.6%+19.7pp |
| Annual return | 29.33% | 21.90%+7.4pp | 30.89%-1.6pp | 31.72%-2.4pp |
| Employer contribution / active EE | $3,028 | $2,165+39.9% | $3,418-11.4% | $2,471+22.5% |
| Participant deferral / active EE | $6,341 | $5,181+22.4% | $6,271+1.1% | $3,740+69.5% |
| Admin fee / account holder | $1,716 | $4,478-61.7% | $8,083-78.8% | $5,306-67.7% |