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 | $78,285 | $99,994-21.7% | $146,647-46.6% | $85,851-8.8% |
| Participation rate | 92.9% | 73.1%+19.8pp | 80.1%+12.8pp | 69.3%+23.5pp |
| Annual return | 18.00% | 18.93%-0.9pp | 22.75%-4.7pp | 318.63%-300.6pp |
| Employer contribution / active EE | $4,444 | $2,559+73.6% | $4,137+7.4% | $2,565+73.2% |
| Participant deferral / active EE | $10,256 | $4,006+156.0% | $5,506+86.3% | $3,952+159.5% |
| Admin fee / account holder | $8,273 | $7,703+7.4% | $10,281-19.5% | $6,261+32.1% |