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 | $82,178 | $76,551+7.4% | $123,894-33.7% | $62,881+30.7% |
| Participation rate | 87.3% | 73.0%+14.3pp | 81.4%+5.9pp | 69.3%+18.0pp |
| Annual return | 9.56% | 18.68%-9.1pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $3,422 | $2,882+18.7% | $4,617-25.9% | $2,281+50.0% |
| Participant deferral / active EE | $7,769 | $4,840+60.5% | $5,984+29.8% | $3,203+142.6% |
| Admin fee / account holder | $2,202 | $4,826-54.4% | $8,357-73.6% | $4,296-48.7% |