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 | $217,393 | $95,453+127.7% | $112,040+94.0% | $82,448+163.7% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.5%+1.9pp | 68.1%+10.3pp |
| Annual return | 15.22% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,954 | $2,318+27.4% | $2,9540% | $2,551+15.8% |
| Participant deferral / active EE | $7,875 | $4,224+86.5% | $5,098+54.5% | $4,139+90.3% |
| Admin fee / account holder | $6,355 | $9,013-29.5% | $12,098-47.5% | $7,234-12.2% |