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 | $89,413 | $67,411+32.6% | $91,004-1.7% | $70,126+27.5% |
| Participation rate | 78.4% | 71.4%+7.0pp | 75.6%+2.8pp | 69.5%+8.8pp |
| Annual return | 15.68% | -40.16%+55.8pp | 4.60%+11.1pp | 73.15%-57.5pp |
| Employer contribution / active EE | $2,883 | $1,786+61.4% | $2,456+17.4% | $2,343+23.1% |
| Participant deferral / active EE | $4,072 | $2,823+44.3% | $3,548+14.8% | $3,332+22.2% |
| Admin fee / account holder | $2,924 | $4,236-31.0% | $5,417-46.0% | $4,645-37.1% |