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 | $90,556 | $123,793-26.8% | $177,840-49.1% | $79,852+13.4% |
| Participation rate | 97.7% | 84.7%+13.0pp | 87.7%+10.0pp | 69.6%+28.0pp |
| Annual return | 18.68% | 22.82%-4.1pp | 48.32%-29.6pp | 31.72%-13.0pp |
| Employer contribution / active EE | $5,977 | $4,095+46.0% | $5,919+1.0% | $2,471+141.9% |
| Participant deferral / active EE | $3,859 | $5,956-35.2% | $7,714-50.0% | $3,740+3.2% |
| Admin fee / account holder | $3,711 | $7,243-48.8% | $12,431-70.1% | $5,306-30.1% |