Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $89,384 | $72,273+23.7% | $101,275-11.7% | $79,856+11.9% |
| Participation rate | 82.9% | 68.5%+14.5pp | 75.8%+7.1pp | 69.6%+13.3pp |
| Annual return | 17.44% | 22.30%-4.9pp | 46.48%-29.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,155 | $2,691-19.9% | $3,660-41.1% | $2,471-12.8% |
| Participant deferral / active EE | $4,752 | $3,282+44.8% | $4,371+8.7% | $3,741+27.0% |
| Admin fee / account holder | $13,701 | $4,401+211.3% | $5,948+130.3% | $5,306+158.2% |