Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $98,815 | $89,532+10.4% | $103,447-4.5% | $80,925+22.1% |
| Participation rate | 93.3% | 76.0%+17.3pp | 80.5%+12.8pp | 67.7%+25.7pp |
| Annual return | 15.08% | 22.80%-7.7pp | 23.92%-8.8pp | 35.65%-20.6pp |
| Employer contribution / active EE | $4,203 | $4,023+4.5% | $4,678-10.1% | $2,756+52.5% |
| Participant deferral / active EE | $8,385 | $5,459+53.6% | $6,624+26.6% | $4,299+95.1% |
| Admin fee / account holder | $2,976 | $6,774-56.1% | $9,415-68.4% | $6,940-57.1% |