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 | $82,768 | $49,249+68.1% | $70,476+17.4% | $79,852+3.7% |
| Participation rate | 85.1% | 69.2%+15.9pp | 75.1%+10.0pp | 69.6%+15.4pp |
| Annual return | 15.53% | 30.09%-14.6pp | 109.12%-93.6pp | 31.72%-16.2pp |
| Employer contribution / active EE | $3,326 | $2,100+58.3% | $2,738+21.5% | $2,471+34.6% |
| Participant deferral / active EE | $4,895 | $2,769+76.8% | $3,710+31.9% | $3,740+30.9% |
| Admin fee / account holder | $6,612 | $2,878+129.8% | $3,847+71.9% | $5,306+24.6% |