Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $91,397 | $78,520+16.4% | $96,576-5.4% | $82,448+10.9% |
| Participation rate | 82.5% | 77.7%+4.8pp | 81.4%+1.1pp | 68.1%+14.5pp |
| Annual return | 15.32% | 41.30%-26.0pp | 38.47%-23.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,398 | $2,630-8.8% | $3,553-32.5% | $2,551-6.0% |
| Participant deferral / active EE | $4,995 | $6,754-26.0% | $7,956-37.2% | $4,139+20.7% |
| Admin fee / account holder | $12,333 | $13,455-8.3% | $11,381+8.4% | $7,234+70.5% |