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 | $107,048 | $108,825-1.6% | $156,181-31.5% | $82,448+29.8% |
| Participation rate | 84.2% | 72.4%+11.8pp | 78.8%+5.4pp | 68.1%+16.1pp |
| Annual return | 14.10% | 20.59%-6.5pp | 64.87%-50.8pp | 41.64%-27.5pp |
| Employer contribution / active EE | $12,688 | $2,870+342.1% | $4,294+195.5% | $2,551+397.4% |
| Participant deferral / active EE | $11,456 | $4,577+150.3% | $6,132+86.8% | $4,139+176.8% |
| Admin fee / account holder | $19,728 | $9,341+111.2% | $14,586+35.3% | $7,234+172.7% |