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 | $112,736 | $58,057+94.2% | $97,032+16.2% | $86,983+29.6% |
| Participation rate | 88.2% | 60.4%+27.9pp | 71.6%+16.7pp | 69.5%+18.7pp |
| Annual return | 14.95% | 22.26%-7.3pp | 35.38%-20.4pp | 25.83%-10.9pp |
| Employer contribution / active EE | $5,002 | $1,663+200.7% | $2,629+90.3% | $2,584+93.5% |
| Participant deferral / active EE | $5,079 | $3,244+56.6% | $4,672+8.7% | $4,194+21.1% |
| Admin fee / account holder | $17,841 | $4,839+268.7% | $9,418+89.4% | $7,856+127.1% |