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 | $117,268 | $40,275+191.2% | $57,356+104.5% | $59,633+96.6% |
| Participation rate | 91.5% | 69.1%+22.4pp | 75.1%+16.5pp | 68.7%+22.9pp |
| Annual return | 2.64% | 27.52%-24.9pp | 24.41%-21.8pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $6,456 | $1,921+236.0% | $2,689+140.1% | $2,203+193.1% |
| Participant deferral / active EE | $5,108 | $2,400+112.8% | $3,162+61.6% | $3,192+60.0% |
| Admin fee / account holder | $5,457 | $2,820+93.5% | $3,357+62.5% | $4,297+27.0% |