Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $76,391 | $86,949-12.1% | $102,460-25.4% | $80,959-5.6% |
| Participation rate | 88.6% | 72.4%+16.2pp | 76.5%+12.1pp | 67.7%+20.9pp |
| Annual return | 23.10% | 18.89%+4.2pp | 29.47%-6.4pp | 35.67%-12.6pp |
| Employer contribution / active EE | $3,115 | $2,370+31.5% | $3,025+3.0% | $2,757+13.0% |
| Participant deferral / active EE | $8,530 | $4,121+107.0% | $5,056+68.7% | $4,300+98.3% |
| Admin fee / account holder | $9,996 | $8,048+24.2% | $9,460+5.7% | $6,925+44.3% |