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 | $100,082 | $78,707+27.2% | $117,861-15.1% | $70,126+42.7% |
| Participation rate | 98.6% | 73.2%+25.4pp | 79.7%+18.9pp | 69.5%+29.0pp |
| Annual return | 13.06% | 23.30%-10.2pp | 335.11%-322.0pp | 73.15%-60.1pp |
| Employer contribution / active EE | $2,899 | $2,223+30.4% | $3,786-23.4% | $2,343+23.7% |
| Participant deferral / active EE | $2,377 | $3,297-27.9% | $4,482-47.0% | $3,332-28.7% |
| Admin fee / account holder | $5,666 | $5,066+11.8% | $8,021-29.4% | $4,645+22.0% |