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 | $95,395 | $68,573+39.1% | $120,368-20.7% | $80,874+18.0% |
| Participation rate | 72.5% | 61.6%+10.9pp | 71.9%+0.6pp | 67.6%+4.9pp |
| Annual return | 12.98% | 23.61%-10.6pp | 107.26%-94.3pp | 35.62%-22.6pp |
| Employer contribution / active EE | $1,819 | $2,052-11.3% | $3,465-47.5% | $2,756-34.0% |
| Participant deferral / active EE | $5,649 | $3,174+78.0% | $4,991+13.2% | $4,297+31.5% |
| Admin fee / account holder | $2,602 | $5,734-54.6% | $9,429-72.4% | $6,935-62.5% |