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 | $112,707 | $69,274+62.7% | $64,097+75.8% | $139,487-19.2% |
| Participation rate | 78.6% | 75.6%+3.0pp | 72.3%+6.3pp | 80.3%-1.8pp |
| Annual return | 11.97% | 46.00%-34.0pp | 33.75%-21.8pp | 373.84%-361.9pp |
| Employer contribution / active EE | $3,766 | $3,187+18.2% | $2,750+36.9% | $4,755-20.8% |
| Participant deferral / active EE | $5,317 | $4,685+13.5% | $3,881+37.0% | $6,713-20.8% |
| Admin fee / account holder | $1,204 | $4,247-71.6% | $3,070-60.8% | $11,407-89.4% |