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 | $90,193 | $61,605+46.4% | $112,273-19.7% | $75,181+20.0% |
| Participation rate | 76.9% | 61.7%+15.2pp | 72.4%+4.5pp | 67.2%+9.7pp |
| Annual return | 16.89% | 28.47%-11.6pp | 30.23%-13.3pp | 160.69%-143.8pp |
| Employer contribution / active EE | $1,685 | $2,015-16.4% | $3,431-50.9% | $2,671-36.9% |
| Participant deferral / active EE | $4,768 | $3,108+53.4% | $4,800-0.7% | $4,126+15.6% |
| Admin fee / account holder | $15,933 | $4,862+227.7% | $7,752+105.5% | $5,650+182.0% |