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 | $91,118 | $131,167-30.5% | $209,999-56.6% | $131,167-30.5% |
| Participation rate | 85.7% | 70.6%+15.1pp | 85.2%+0.6pp | 70.6%+15.1pp |
| Annual return | 19.36% | 14.69%+4.7pp | -3.55%+22.9pp | 14.69%+4.7pp |
| Employer contribution / active EE | $3,862 | $3,654+5.7% | $8,895-56.6% | $3,654+5.7% |
| Participant deferral / active EE | $6,652 | $4,079+63.1% | $5,048+31.8% | $4,079+63.1% |
| Admin fee / account holder | $13,019 | $12,045+8.1% | $37,098-64.9% | $12,045+8.1% |