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 | $95,025 | $81,331+16.8% | $155,534-38.9% | $80,935+17.4% |
| Participation rate | 93.2% | 66.3%+27.0pp | 78.2%+15.0pp | 67.7%+25.6pp |
| Annual return | 15.94% | 33.37%-17.4pp | 64.92%-49.0pp | 35.66%-19.7pp |
| Employer contribution / active EE | $5,951 | $3,105+91.7% | $4,675+27.3% | $2,757+115.9% |
| Participant deferral / active EE | $5,780 | $3,454+67.3% | $5,630+2.7% | $4,299+34.4% |
| Admin fee / account holder | $6,035 | $7,999-24.6% | $15,900-62.0% | $6,924-12.8% |