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 | $125,079 | $93,598+33.6% | $135,974-8.0% | $75,173+66.4% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.8pp | 67.2%+31.6pp |
| Annual return | 22.58% | 30.89%-8.3pp | 68.30%-45.7pp | 160.72%-138.1pp |
| Employer contribution / active EE | $4,384 | $3,538+23.9% | $4,859-9.8% | $2,671+64.1% |
| Participant deferral / active EE | $11,697 | $6,405+82.6% | $7,760+50.7% | $4,126+183.5% |
| Admin fee / account holder | $4,333 | $6,978-37.9% | $10,767-59.8% | $5,651-23.3% |