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 | $88,614 | $65,367+35.6% | $92,915-4.6% | $72,976+21.4% |
| Participation rate | 84.6% | 68.3%+16.3pp | 76.0%+8.6pp | 69.5%+15.1pp |
| Annual return | 19.72% | 42.11%-22.4pp | 109.45%-89.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $735 | $2,594-71.6% | $3,653-79.9% | $2,440-69.9% |
| Participant deferral / active EE | $5,143 | $3,128+64.4% | $4,238+21.3% | $3,608+42.5% |
| Admin fee / account holder | $23,447 | $4,251+451.5% | $5,796+304.6% | $5,124+357.6% |