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 | $124,658 | $99,875+24.8% | $146,866-15.1% | $86,983+43.3% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.5%+10.5pp | 69.5%+23.4pp |
| Annual return | 15.57% | 28.10%-12.5pp | 102.85%-87.3pp | 25.83%-10.3pp |
| Employer contribution / active EE | $6,160 | $3,224+91.0% | $4,425+39.2% | $2,584+138.3% |
| Participant deferral / active EE | $6,398 | $6,322+1.2% | $7,759-17.5% | $4,194+52.6% |
| Admin fee / account holder | $8,807 | $7,838+12.4% | $13,620-35.3% | $7,856+12.1% |