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 | $91,993 | $155,555-40.9% | $146,866-37.4% | $155,188-40.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 11.62% | 115.41%-103.8pp | 102.85%-91.2pp | 148.84%-137.2pp |
| Employer contribution / active EE | $1,009 | $4,647-78.3% | $4,425-77.2% | $4,248-76.3% |
| Participant deferral / active EE | $17,454 | $8,044+117.0% | $7,759+124.9% | $6,531+167.2% |
| Admin fee / account holder | $2,474 | $14,755-83.2% | $13,620-81.8% | $14,480-82.9% |