Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $79,435 | $58,627+35.5% | $76,735+3.5% | $82,448-3.7% |
| Participation rate | 72.0% | 63.2%+8.8pp | 69.5%+2.5pp | 68.1%+3.9pp |
| Annual return | 18.44% | 39.10%-20.7pp | 29.77%-11.3pp | 41.64%-23.2pp |
| Employer contribution / active EE | $5,135 | $1,729+197.0% | $2,454+109.2% | $2,551+101.3% |
| Participant deferral / active EE | $3,522 | $3,134+12.4% | $4,088-13.9% | $4,139-14.9% |
| Admin fee / account holder | $4,864 | $5,323-8.6% | $7,189-32.3% | $7,234-32.8% |