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 | $96,723 | $49,249+96.4% | $70,476+37.2% | $79,852+21.1% |
| Participation rate | 94.2% | 69.2%+25.1pp | 75.1%+19.2pp | 69.6%+24.6pp |
| Annual return | 14.86% | 30.09%-15.2pp | 109.12%-94.3pp | 31.72%-16.9pp |
| Employer contribution / active EE | $4,771 | $2,100+127.1% | $2,738+74.2% | $2,471+93.1% |
| Participant deferral / active EE | $6,118 | $2,769+121.0% | $3,710+64.9% | $3,740+63.6% |
| Admin fee / account holder | $8,620 | $2,878+199.5% | $3,847+124.1% | $5,306+62.4% |