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 | $106,175 | $99,994+6.2% | $146,643-27.6% | $85,847+23.7% |
| Participation rate | 91.4% | 73.1%+18.4pp | 80.1%+11.4pp | 69.3%+22.1pp |
| Annual return | 17.06% | 18.93%-1.9pp | 22.75%-5.7pp | 318.61%-301.5pp |
| Employer contribution / active EE | $3,530 | $2,559+38.0% | $4,137-14.7% | $2,565+37.6% |
| Participant deferral / active EE | $4,061 | $4,006+1.4% | $5,506-26.2% | $3,952+2.8% |
| Admin fee / account holder | $6,630 | $7,703-13.9% | $10,280-35.5% | $6,261+5.9% |