Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $102,926 | $80,992+27.1% | $96,534+6.6% | $75,173+36.9% |
| Participation rate | 98.0% | 71.8%+26.2pp | 76.0%+22.0pp | 67.2%+30.8pp |
| Annual return | 15.45% | 27.05%-11.6pp | 25.88%-10.4pp | 160.72%-145.3pp |
| Employer contribution / active EE | $2,559 | $2,283+12.1% | $2,965-13.7% | $2,671-4.2% |
| Participant deferral / active EE | $6,320 | $3,929+60.8% | $4,851+30.3% | $4,126+53.2% |
| Admin fee / account holder | $21,401 | $6,717+218.6% | $8,253+159.3% | $5,651+278.7% |