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 | $155,871 | $72,486+115.0% | $87,103+79.0% | $72,976+113.6% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.9%-6.5pp | 69.5%+0.9pp |
| Annual return | 24.74% | 24.46%+0.3pp | 28.19%-3.5pp | 81.02%-56.3pp |
| Employer contribution / active EE | $4,515 | $1,894+138.4% | $2,521+79.0% | $2,440+85.0% |
| Participant deferral / active EE | $10,077 | $3,270+208.2% | $4,049+148.9% | $3,608+179.3% |
| Admin fee / account holder | $15,287 | $5,055+202.4% | $7,491+104.1% | $5,124+198.3% |