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 | $84,160 | $76,407+10.1% | $150,298-44.0% | $82,448+2.1% |
| Participation rate | 76.7% | 66.4%+10.3pp | 77.8%-1.1pp | 68.1%+8.6pp |
| Annual return | 16.73% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $6,389 | $2,614+144.4% | $4,154+53.8% | $2,551+150.4% |
| Participant deferral / active EE | $8,076 | $3,214+151.2% | $5,453+48.1% | $4,139+95.1% |
| Admin fee / account holder | $29,490 | $6,352+364.3% | $14,116+108.9% | $7,234+307.6% |