Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $78,584 | $72,273+8.7% | $101,275-22.4% | $79,856-1.6% |
| Participation rate | 79.0% | 68.5%+10.6pp | 75.8%+3.2pp | 69.6%+9.4pp |
| Annual return | 19.02% | 22.30%-3.3pp | 46.48%-27.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $10,837 | $2,691+302.7% | $3,660+196.1% | $2,471+338.5% |
| Participant deferral / active EE | $3,793 | $3,282+15.6% | $4,371-13.2% | $3,741+1.4% |
| Admin fee / account holder | $12,496 | $4,401+183.9% | $5,948+110.1% | $5,306+135.5% |