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 | $79,442 | $77,638+2.3% | $156,551-49.3% | $62,881+26.3% |
| Participation rate | 93.5% | 71.2%+22.3pp | 84.0%+9.5pp | 69.3%+24.2pp |
| Annual return | 7.58% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,603 | $3,444-24.4% | $5,501-52.7% | $2,281+14.1% |
| Participant deferral / active EE | $6,571 | $3,046+115.8% | $4,871+34.9% | $3,203+105.1% |
| Admin fee / account holder | $1,889 | $5,561-66.0% | $13,028-85.5% | $4,296-56.0% |