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 | $126,058 | $94,031+34.1% | $115,768+8.9% | $82,448+52.9% |
| Participation rate | 97.3% | 70.4%+26.9pp | 74.4%+22.9pp | 68.1%+29.2pp |
| Annual return | 17.72% | 20.61%-2.9pp | 100.46%-82.7pp | 41.64%-23.9pp |
| Employer contribution / active EE | $4,509 | $2,323+94.1% | $2,940+53.4% | $2,551+76.8% |
| Participant deferral / active EE | $5,482 | $3,972+38.0% | $4,917+11.5% | $4,139+32.4% |
| Admin fee / account holder | $1,688 | $10,249-83.5% | $12,439-86.4% | $7,234-76.7% |