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 | $95,395 | $68,878+38.5% | $120,574-20.9% | $80,935+17.9% |
| Participation rate | 72.5% | 61.7%+10.9pp | 71.9%+0.6pp | 67.7%+4.9pp |
| Annual return | 12.98% | 23.67%-10.7pp | 107.42%-94.4pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,819 | $2,065-11.9% | $3,471-47.6% | $2,757-34.0% |
| Participant deferral / active EE | $5,649 | $3,189+77.2% | $4,996+13.1% | $4,299+31.4% |
| Admin fee / account holder | $2,602 | $5,782-55.0% | $9,445-72.4% | $6,924-62.4% |