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 | $122,247 | $106,524+14.8% | $152,301-19.7% | $87,485+39.7% |
| Participation rate | 84.5% | 75.8%+8.7pp | 82.4%+2.0pp | 68.9%+15.6pp |
| Annual return | 16.12% | 26.89%-10.8pp | 80.50%-64.4pp | 26.06%-9.9pp |
| Employer contribution / active EE | $5,801 | $3,371+72.1% | $4,624+25.4% | $2,596+123.4% |
| Participant deferral / active EE | $16,787 | $6,525+157.3% | $8,004+109.7% | $4,274+292.8% |
| Admin fee / account holder | $25,542 | $8,287+208.2% | $14,398+77.4% | $7,775+228.5% |