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 | $76,558 | $69,541+10.1% | $59,899+27.8% | $135,380-43.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | 11.40% | 7.95%+3.5pp | 3.46%+7.9pp | 519.81%-508.4pp |
| Employer contribution / active EE | $4,828 | $3,236+49.2% | $2,723+77.3% | $4,779+1.0% |
| Participant deferral / active EE | $8,381 | $4,206+99.3% | $3,402+146.3% | $5,609+49.4% |
| Admin fee / account holder | $10,947 | $5,737+90.8% | $3,592+204.7% | $10,828+1.1% |