Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $110,319 | $46,596+136.8% | $64,099+72.1% | $75,181+46.7% |
| Participation rate | 98.8% | 65.9%+32.9pp | 72.3%+26.5pp | 67.2%+31.6pp |
| Annual return | 16.47% | 26.04%-9.6pp | 33.70%-17.2pp | 160.69%-144.2pp |
| Employer contribution / active EE | $1,478 | $1,975-25.2% | $2,748-46.2% | $2,671-44.7% |
| Participant deferral / active EE | $3,703 | $2,837+30.5% | $3,881-4.6% | $4,126-10.2% |
| Admin fee / account holder | $4,550 | $2,954+54.0% | $3,070+48.2% | $5,650-19.5% |