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 | $124,432 | $108,825+14.3% | $156,181-20.3% | $82,448+50.9% |
| Participation rate | 90.0% | 72.4%+17.6pp | 78.8%+11.2pp | 68.1%+21.9pp |
| Annual return | 14.73% | 20.59%-5.9pp | 64.87%-50.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $4,063 | $2,870+41.6% | $4,294-5.4% | $2,551+59.3% |
| Participant deferral / active EE | $6,865 | $4,577+50.0% | $6,132+11.9% | $4,139+65.8% |
| Admin fee / account holder | $1,692 | $9,341-81.9% | $14,586-88.4% | $7,234-76.6% |