Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $126,124 | $111,535+13.1% | $105,223+19.9% | $137,256-8.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 19.96% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,944 | $3,939-50.7% | $3,689-47.3% | $4,156-53.2% |
| Participant deferral / active EE | $5,741 | $5,500+4.4% | $5,072+13.2% | $6,407-10.4% |
| Admin fee / account holder | $1,903 | $9,721-80.4% | $8,859-78.5% | $12,270-84.5% |