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 | $116,417 | $77,814+49.6% | $158,223-26.4% | $86,983+33.8% |
| Participation rate | 92.9% | 68.4%+24.4pp | 79.2%+13.7pp | 69.5%+23.3pp |
| Annual return | 13.41% | 30.54%-17.1pp | 52.09%-38.7pp | 25.83%-12.4pp |
| Employer contribution / active EE | $7,674 | $2,592+196.0% | $4,109+86.8% | $2,584+196.9% |
| Participant deferral / active EE | $12,218 | $3,270+273.7% | $5,467+123.5% | $4,194+191.3% |
| Admin fee / account holder | $23,892 | $5,879+306.4% | $16,047+48.9% | $7,856+204.1% |