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 | $101,161 | $91,559+10.5% | $133,978-24.5% | $79,856+26.7% |
| Participation rate | 70.4% | 73.3%-2.9pp | 79.8%-9.4pp | 69.6%+0.8pp |
| Annual return | 21.94% | 61.85%-39.9pp | 45.10%-23.2pp | 31.71%-9.8pp |
| Employer contribution / active EE | $3,397 | $2,384+42.5% | $3,919-13.3% | $2,471+37.5% |
| Participant deferral / active EE | $6,580 | $3,734+76.2% | $5,047+30.4% | $3,741+75.9% |
| Admin fee / account holder | $473 | $6,321-92.5% | $8,930-94.7% | $5,306-91.1% |