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 | $138,534 | $84,236+64.5% | $170,435-18.7% | $70,126+97.6% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 17.90% | 23.06%-5.2pp | 205.94%-188.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $6,996 | $3,387+106.5% | $5,432+28.8% | $2,343+198.6% |
| Participant deferral / active EE | $3,539 | $3,086+14.7% | $4,939-28.4% | $3,332+6.2% |
| Admin fee / account holder | $4,493 | $5,698-21.2% | $13,881-67.6% | $4,645-3.3% |