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 | $112,686 | $81,331+38.6% | $155,534-27.5% | $80,935+39.2% |
| Participation rate | 98.4% | 66.3%+32.2pp | 78.2%+20.2pp | 67.7%+30.8pp |
| Annual return | 13.19% | 33.37%-20.2pp | 64.92%-51.7pp | 35.66%-22.5pp |
| Employer contribution / active EE | $5,764 | $3,105+85.7% | $4,675+23.3% | $2,757+109.1% |
| Participant deferral / active EE | $5,239 | $3,454+51.7% | $5,630-6.9% | $4,299+21.9% |
| Admin fee / account holder | $9,027 | $7,999+12.9% | $15,900-43.2% | $6,924+30.4% |