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 | $85,941 | $51,207+67.8% | $70,565+21.8% | $75,177+14.3% |
| Participation rate | 73.7% | 61.0%+12.7pp | 68.4%+5.3pp | 67.2%+6.5pp |
| Annual return | 18.43% | 30.05%-11.6pp | 32.79%-14.4pp | 160.75%-142.3pp |
| Employer contribution / active EE | $2,908 | $1,826+59.2% | $2,976-2.3% | $2,671+8.9% |
| Participant deferral / active EE | $7,541 | $2,850+164.6% | $4,568+65.1% | $4,126+82.7% |
| Admin fee / account holder | $2,231 | $4,097-45.6% | $6,430-65.3% | $5,651-60.5% |