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 | $118,094 | $76,551+54.3% | $123,894-4.7% | $62,881+87.8% |
| Participation rate | 88.9% | 73.0%+15.9pp | 81.4%+7.5pp | 69.3%+19.6pp |
| Annual return | 7.27% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,935 | $2,882-32.9% | $4,617-58.1% | $2,281-15.2% |
| Participant deferral / active EE | $3,949 | $4,840-18.4% | $5,984-34.0% | $3,203+23.3% |
| Admin fee / account holder | $41,487 | $4,826+759.7% | $8,357+396.4% | $4,296+865.8% |