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 | $110,703 | $86,298+28.3% | $111,308-0.5% | $85,847+29.0% |
| Participation rate | 92.3% | 73.3%+19.0pp | 77.3%+15.0pp | 69.3%+23.0pp |
| Annual return | 13.39% | 19.99%-6.6pp | 54.67%-41.3pp | 318.61%-305.2pp |
| Employer contribution / active EE | $4,739 | $2,044+131.9% | $2,732+73.5% | $2,565+84.7% |
| Participant deferral / active EE | $8,827 | $3,641+142.5% | $4,487+96.7% | $3,952+123.4% |
| Admin fee / account holder | $8,671 | $8,189+5.9% | $7,965+8.9% | $6,261+38.5% |