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 | $101,337 | $65,034+55.8% | $90,970+11.4% | $79,856+26.9% |
| Participation rate | 77.4% | 61.6%+15.7pp | 69.0%+8.3pp | 69.6%+7.7pp |
| Annual return | 17.51% | 30.45%-12.9pp | 134.60%-117.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,628 | $1,247+30.5% | $2,122-23.3% | $2,471-34.1% |
| Participant deferral / active EE | $4,307 | $2,512+71.4% | $3,373+27.7% | $3,741+15.1% |
| Admin fee / account holder | $1,363 | $4,536-69.9% | $5,961-77.1% | $5,306-74.3% |