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 | $88,656 | $84,236+5.2% | $170,435-48.0% | $70,126+26.4% |
| Participation rate | 97.0% | 70.8%+26.1pp | 83.6%+13.4pp | 69.5%+27.4pp |
| Annual return | 17.61% | 23.06%-5.5pp | 205.94%-188.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $10,360 | $3,387+205.9% | $5,432+90.7% | $2,343+342.2% |
| Participant deferral / active EE | $6,716 | $3,086+117.7% | $4,939+36.0% | $3,332+101.6% |
| Admin fee / account holder | $10,648 | $5,698+86.9% | $13,881-23.3% | $4,645+129.2% |