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 | $84,176 | $81,276+3.6% | $155,574-45.9% | $80,925+4.0% |
| Participation rate | 95.2% | 66.2%+29.0pp | 78.2%+17.0pp | 67.7%+27.6pp |
| Annual return | 13.98% | 33.36%-19.4pp | 64.87%-50.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $5,908 | $3,103+90.4% | $4,676+26.4% | $2,756+114.4% |
| Participant deferral / active EE | $4,561 | $3,453+32.1% | $5,629-19.0% | $4,299+6.1% |
| Admin fee / account holder | $2,150 | $7,993-73.1% | $15,914-86.5% | $6,940-69.0% |