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 | $122,200 | $93,598+30.6% | $135,974-10.1% | $75,173+62.6% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 23.25% | 30.89%-7.6pp | 68.30%-45.1pp | 160.72%-137.5pp |
| Employer contribution / active EE | $10,716 | $3,538+202.9% | $4,859+120.5% | $2,671+301.2% |
| Participant deferral / active EE | $11,078 | $6,405+72.9% | $7,760+42.8% | $4,126+168.5% |
| Admin fee / account holder | $4,292 | $6,978-38.5% | $10,767-60.1% | $5,651-24.0% |