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 | $83,074 | $81,276+2.2% | $155,574-46.6% | $80,925+2.7% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 11.31% | 33.36%-22.1pp | 64.87%-53.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $5,886 | $3,103+89.7% | $4,676+25.9% | $2,756+113.6% |
| Participant deferral / active EE | $7,125 | $3,453+106.4% | $5,629+26.6% | $4,299+65.8% |
| Admin fee / account holder | $24,625 | $7,993+208.1% | $15,914+54.7% | $6,940+254.8% |