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 | $80,921 | $81,276-0.4% | $155,574-48.0% | $80,9250% |
| Participation rate | 76.3% | 66.2%+10.0pp | 78.2%-2.0pp | 67.7%+8.6pp |
| Annual return | 17.77% | 33.36%-15.6pp | 64.87%-47.1pp | 35.65%-17.9pp |
| Employer contribution / active EE | $3,559 | $3,103+14.7% | $4,676-23.9% | $2,756+29.1% |
| Participant deferral / active EE | $4,893 | $3,453+41.7% | $5,629-13.1% | $4,299+13.8% |
| Admin fee / account holder | $7,560 | $7,993-5.4% | $15,914-52.5% | $6,940+8.9% |