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 | $96,409 | $81,504+18.3% | $102,437-5.9% | $80,959+19.1% |
| Participation rate | 78.0% | 66.9%+11.1pp | 74.5%+3.5pp | 67.7%+10.3pp |
| Annual return | 13.13% | 25.60%-12.5pp | 24.95%-11.8pp | 35.67%-22.5pp |
| Employer contribution / active EE | $4,633 | $3,104+49.3% | $3,871+19.7% | $2,757+68.0% |
| Participant deferral / active EE | $7,647 | $3,871+97.6% | $5,060+51.1% | $4,300+77.8% |
| Admin fee / account holder | $1,983 | $6,719-70.5% | $8,388-76.4% | $6,925-71.4% |