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 | $126,910 | $106,749+18.9% | $145,433-12.7% | $82,448+53.9% |
| Participation rate | 97.2% | 75.6%+21.6pp | 82.1%+15.1pp | 68.1%+29.2pp |
| Annual return | 17.24% | 27.59%-10.4pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $5,515 | $3,444+60.1% | $4,554+21.1% | $2,551+116.2% |
| Participant deferral / active EE | $9,298 | $6,519+42.6% | $7,897+17.7% | $4,139+124.6% |
| Admin fee / account holder | $22,998 | $8,390+174.1% | $13,129+75.2% | $7,234+217.9% |