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 | $93,051 | $77,472+20.1% | $100,392-7.3% | $80,935+15.0% |
| Participation rate | 71.8% | 76.9%-5.2pp | 81.5%-9.7pp | 67.7%+4.1pp |
| Annual return | 14.93% | 37.26%-22.3pp | 49.45%-34.5pp | 35.66%-20.7pp |
| Employer contribution / active EE | $4,988 | $2,800+78.1% | $3,941+26.5% | $2,757+80.9% |
| Participant deferral / active EE | $7,988 | $6,818+17.2% | $8,090-1.3% | $4,299+85.8% |
| Admin fee / account holder | $16,531 | $5,885+180.9% | $7,904+109.1% | $6,924+138.7% |