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 | $101,416 | $81,331+24.7% | $155,534-34.8% | $80,935+25.3% |
| Participation rate | 97.0% | 66.3%+30.7pp | 78.2%+18.8pp | 67.7%+29.3pp |
| Annual return | 14.68% | 33.37%-18.7pp | 64.92%-50.2pp | 35.66%-21.0pp |
| Employer contribution / active EE | $7,391 | $3,105+138.1% | $4,675+58.1% | $2,757+168.1% |
| Participant deferral / active EE | $14,190 | $3,454+310.8% | $5,630+152.0% | $4,299+230.0% |
| Admin fee / account holder | $15,184 | $7,999+89.8% | $15,900-4.5% | $6,924+119.3% |