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 | $85,678 | $87,132-1.7% | $105,624-18.9% | $80,959+5.8% |
| Participation rate | 76.8% | 70.4%+6.4pp | 75.3%+1.6pp | 67.7%+9.2pp |
| Annual return | 41.40% | 17.03%+24.4pp | 116.20%-74.8pp | 35.67%+5.7pp |
| Employer contribution / active EE | $3,565 | $2,397+48.8% | $3,168+12.6% | $2,757+29.3% |
| Participant deferral / active EE | $8,365 | $3,985+109.9% | $5,013+66.9% | $4,300+94.5% |
| Admin fee / account holder | $1,674 | $8,449-80.2% | $10,961-84.7% | $6,925-75.8% |