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 | $89,821 | $49,236+82.4% | $70,455+27.5% | $79,860+12.5% |
| Participation rate | 98.2% | 69.2%+29.0pp | 75.1%+23.2pp | 69.6%+28.6pp |
| Annual return | 19.85% | 30.07%-10.2pp | 109.06%-89.2pp | 31.72%-11.9pp |
| Employer contribution / active EE | $4,522 | $2,100+115.4% | $2,737+65.2% | $2,471+83.0% |
| Participant deferral / active EE | $4,046 | $2,769+46.2% | $3,709+9.1% | $3,740+8.2% |
| Admin fee / account holder | $4,744 | $2,877+64.9% | $3,845+23.4% | $5,306-10.6% |