Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $91,401 | $60,442+51.2% | $96,754-5.5% | $87,485+4.5% |
| Participation rate | 78.6% | 58.7%+19.9pp | 70.3%+8.3pp | 68.9%+9.6pp |
| Annual return | 16.65% | 21.97%-5.3pp | 82.04%-65.4pp | 26.06%-9.4pp |
| Employer contribution / active EE | $6,618 | $1,691+291.4% | $2,679+147.0% | $2,596+154.9% |
| Participant deferral / active EE | $4,975 | $3,280+51.7% | $4,758+4.6% | $4,274+16.4% |
| Admin fee / account holder | $12,361 | $5,069+143.8% | $8,905+38.8% | $7,775+59.0% |