Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $87,066 | $64,359+35.3% | $90,161-3.4% | $70,126+24.2% |
| Participation rate | 81.5% | 70.4%+11.1pp | 76.9%+4.6pp | 69.5%+12.0pp |
| Annual return | 19.85% | 28.13%-8.3pp | 34.89%-15.0pp | 73.15%-53.3pp |
| Employer contribution / active EE | $2,538 | $2,046+24.1% | $3,318-23.5% | $2,343+8.3% |
| Participant deferral / active EE | $9,544 | $4,389+117.5% | $5,287+80.5% | $3,332+186.5% |
| Admin fee / account holder | $3,445 | $3,945-12.7% | $5,943-42.0% | $4,645-25.9% |