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 | $123,331 | $77,358+59.4% | $102,184+20.7% | $87,485+41.0% |
| Participation rate | 76.9% | 78.7%-1.8pp | 82.6%-5.7pp | 68.9%+8.0pp |
| Annual return | 23.34% | 41.11%-17.8pp | 31.58%-8.2pp | 26.06%-2.7pp |
| Employer contribution / active EE | $3,439 | $2,562+34.2% | $3,594-4.3% | $2,596+32.4% |
| Participant deferral / active EE | $8,660 | $6,753+28.3% | $8,309+4.2% | $4,274+102.6% |
| Admin fee / account holder | $20,390 | $6,809+199.5% | $11,609+75.6% | $7,775+162.3% |