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 | $104,832 | $89,367+17.3% | $141,191-25.8% | $72,975+43.7% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.5%+15.0pp | 69.5%+28.0pp |
| Annual return | 23.26% | 111.87%-88.6pp | 71.41%-48.2pp | 81.01%-57.8pp |
| Employer contribution / active EE | $3,693 | $3,115+18.6% | $4,736-22.0% | $2,440+51.4% |
| Participant deferral / active EE | $6,802 | $5,419+25.5% | $6,710+1.4% | $3,608+88.6% |
| Admin fee / account holder | $1,056 | $5,957-82.3% | $10,264-89.7% | $5,124-79.4% |