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 | $65,220 | $45,312+43.9% | $86,233-24.4% | $67,986-4.1% |
| Participation rate | 77.5% | 42.4%+35.0pp | 69.0%+8.4pp | 57.2%+20.2pp |
| Annual return | 15.84% | 24.79%-9.0pp | 61.39%-45.6pp | 31.67%-15.8pp |
| Employer contribution / active EE | $3,337 | $1,160+187.8% | $2,504+33.3% | $2,019+65.3% |
| Participant deferral / active EE | $8,529 | $2,185+290.4% | $4,559+87.1% | $3,358+154.0% |
| Admin fee / account holder | $11,673 | $3,295+254.3% | $8,342+39.9% | $3,203+264.4% |