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 | $108,933 | $81,262+34.1% | $155,602-30.0% | $80,911+34.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.33% | 33.34%-18.0pp | 64.81%-49.5pp | 35.63%-20.3pp |
| Employer contribution / active EE | $12,839 | $3,102+313.9% | $4,675+174.6% | $2,756+365.9% |
| Participant deferral / active EE | $7,359 | $3,451+113.2% | $5,629+30.7% | $4,297+71.3% |
| Admin fee / account holder | $2,398 | $7,992-70.0% | $15,923-84.9% | $6,935-65.4% |