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 | $83,351 | $77,638+7.4% | $156,551-46.8% | $62,881+32.6% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 7.65% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $7,246 | $3,444+110.4% | $5,501+31.7% | $2,281+217.7% |
| Participant deferral / active EE | $5,383 | $3,046+76.7% | $4,871+10.5% | $3,203+68.1% |
| Admin fee / account holder | $20,063 | $5,561+260.7% | $13,028+54.0% | $4,296+367.0% |