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 | $105,746 | $85,766+23.3% | $136,298-22.4% | $70,126+50.8% |
| Participation rate | 98.5% | 74.2%+24.4pp | 81.9%+16.6pp | 69.5%+29.0pp |
| Annual return | 22.09% | 31.46%-9.4pp | 5156.27%-5134.2pp | 73.15%-51.1pp |
| Employer contribution / active EE | $3,055 | $2,966+3.0% | $4,696-34.9% | $2,343+30.4% |
| Participant deferral / active EE | $5,828 | $5,051+15.4% | $6,247-6.7% | $3,332+74.9% |
| Admin fee / account holder | $3,657 | $5,421-32.5% | $9,244-60.4% | $4,645-21.3% |