Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $79,625 | $76,407+4.2% | $150,298-47.0% | $82,448-3.4% |
| Participation rate | 96.2% | 66.4%+29.8pp | 77.8%+18.4pp | 68.1%+28.1pp |
| Annual return | 15.31% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $5,147 | $2,614+96.9% | $4,154+23.9% | $2,551+101.8% |
| Participant deferral / active EE | $5,722 | $3,214+78.0% | $5,453+4.9% | $4,139+38.2% |
| Admin fee / account holder | $2,088 | $6,352-67.1% | $14,116-85.2% | $7,234-71.1% |