Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $94,371 | $76,407+23.5% | $150,298-37.2% | $82,448+14.5% |
| Participation rate | 82.5% | 66.4%+16.1pp | 77.8%+4.7pp | 68.1%+14.4pp |
| Annual return | 17.01% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $5,912 | $2,614+126.1% | $4,154+42.3% | $2,551+131.7% |
| Participant deferral / active EE | $13,644 | $3,214+324.5% | $5,453+150.2% | $4,139+229.6% |
| Admin fee / account holder | $8,669 | $6,352+36.5% | $14,116-38.6% | $7,234+19.8% |