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 | $84,449 | $65,367+29.2% | $92,915-9.1% | $72,976+15.7% |
| Participation rate | 89.3% | 68.3%+21.0pp | 76.0%+13.3pp | 69.5%+19.8pp |
| Annual return | 18.97% | 42.11%-23.1pp | 109.45%-90.5pp | 81.02%-62.0pp |
| Employer contribution / active EE | $6,015 | $2,594+131.9% | $3,653+64.6% | $2,440+146.5% |
| Participant deferral / active EE | $2,142 | $3,128-31.5% | $4,238-49.5% | $3,608-40.6% |
| Admin fee / account holder | $20,926 | $4,251+392.2% | $5,796+261.1% | $5,124+308.4% |