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 | $86,679 | $61,390+41.2% | $112,228-22.8% | $75,177+15.3% |
| Participation rate | 92.0% | 61.6%+30.4pp | 72.4%+19.6pp | 67.2%+24.8pp |
| Annual return | 17.43% | 28.47%-11.0pp | 30.23%-12.8pp | 160.75%-143.3pp |
| Employer contribution / active EE | $3,090 | $2,015+53.4% | $3,432-9.9% | $2,671+15.7% |
| Participant deferral / active EE | $6,834 | $3,108+119.9% | $4,800+42.4% | $4,126+65.6% |
| Admin fee / account holder | $3,440 | $4,862-29.2% | $7,752-55.6% | $5,651-39.1% |