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 | $84,257 | $73,978+13.9% | $96,515-12.7% | $75,173+12.1% |
| Participation rate | 88.1% | 66.4%+21.7pp | 74.3%+13.8pp | 67.2%+20.9pp |
| Annual return | 18.60% | 26.72%-8.1pp | 35.73%-17.1pp | 160.72%-142.1pp |
| Employer contribution / active EE | $7,510 | $2,931+156.2% | $3,740+100.8% | $2,671+181.2% |
| Participant deferral / active EE | $7,039 | $3,660+92.3% | $4,880+44.3% | $4,126+70.6% |
| Admin fee / account holder | $4,855 | $5,219-7.0% | $6,735-27.9% | $5,651-14.1% |