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 | $82,764 | $78,428+5.5% | $95,960-13.8% | $79,852+3.6% |
| Participation rate | 87.0% | 73.5%+13.5pp | 77.1%+9.9pp | 69.6%+17.3pp |
| Annual return | 13.18% | 19.37%-6.2pp | 91.63%-78.5pp | 31.72%-18.5pp |
| Employer contribution / active EE | $3,695 | $1,945+89.9% | $2,541+45.4% | $2,471+49.5% |
| Participant deferral / active EE | $5,273 | $3,440+53.3% | $4,167+26.6% | $3,740+41.0% |
| Admin fee / account holder | $3,118 | $5,622-44.5% | $6,797-54.1% | $5,306-41.2% |