Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,235 | $101,795-32.0% | $165,100-58.1% | $80,959-14.5% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.7%+18.0pp |
| Annual return | 13.51% | 16.73%-3.2pp | 70.21%-56.7pp | 35.67%-22.2pp |
| Employer contribution / active EE | $6,951 | $2,954+135.3% | $4,348+59.9% | $2,757+152.1% |
| Participant deferral / active EE | $15,598 | $4,476+248.5% | $6,035+158.4% | $4,300+262.7% |
| Admin fee / account holder | $13,907 | $8,221+69.2% | $12,696+9.5% | $6,925+100.8% |