Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $81,052 | $77,920+4.0% | $149,723-45.9% | $75,177+7.8% |
| Participation rate | 80.6% | 65.6%+15.0pp | 78.8%+1.8pp | 67.2%+13.4pp |
| Annual return | 23.36% | 31.72%-8.4pp | 134.50%-111.1pp | 160.75%-137.4pp |
| Employer contribution / active EE | $9,519 | $3,138+203.3% | $4,821+97.4% | $2,671+256.4% |
| Participant deferral / active EE | $12,262 | $3,411+259.4% | $5,682+115.8% | $4,126+197.1% |
| Admin fee / account holder | $4,266 | $5,951-28.3% | $13,215-67.7% | $5,651-24.5% |