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 | $93,218 | $110,137-15.4% | $161,149-42.2% | $82,637+12.8% |
| Participation rate | 82.9% | 72.4%+10.5pp | 78.8%+4.0pp | 68.1%+14.8pp |
| Annual return | 19.33% | 20.69%-1.4pp | 21.16%-1.8pp | 53.51%-34.2pp |
| Employer contribution / active EE | $4,871 | $2,856+70.6% | $4,360+11.7% | $2,552+90.9% |
| Participant deferral / active EE | $9,292 | $4,575+103.1% | $6,153+51.0% | $4,126+125.2% |
| Admin fee / account holder | $8,391 | $9,467-11.4% | $15,194-44.8% | $7,339+14.3% |