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 | $82,545 | $77,638+6.3% | $156,551-47.3% | $62,881+31.3% |
| Participation rate | 90.3% | 71.2%+19.1pp | 84.0%+6.3pp | 69.3%+21.0pp |
| Annual return | 6.71% | 50.33%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,556 | $3,444-25.8% | $5,501-53.5% | $2,281+12.1% |
| Participant deferral / active EE | $5,431 | $3,046+78.3% | $4,871+11.5% | $3,203+69.6% |
| Admin fee / account holder | $4,972 | $5,561-10.6% | $13,028-61.8% | $4,296+15.7% |