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 | $102,821 | $66,302+55.1% | $110,241-6.7% | $56,287+82.7% |
| Participation rate | 95.6% | 74.9%+20.7pp | 79.8%+15.8pp | 69.9%+25.8pp |
| Annual return | 17.14% | -1.18%+18.3pp | 314.75%-297.6pp | -9.96%+27.1pp |
| Employer contribution / active EE | $2,257 | $2,047+10.2% | $3,827-41.0% | $2,111+6.9% |
| Participant deferral / active EE | $8,185 | $3,381+142.1% | $4,672+75.2% | $3,350+144.3% |
| Admin fee / account holder | $2,280 | $698+226.4% | $8,548-73.3% | $521+337.6% |