Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $85,843 | $77,460+10.8% | $100,378-14.5% | $80,925+6.1% |
| Participation rate | 96.6% | 76.9%+19.6pp | 81.5%+15.0pp | 67.7%+28.9pp |
| Annual return | 39.58% | 37.24%+2.3pp | 49.41%-9.8pp | 35.65%+3.9pp |
| Employer contribution / active EE | $10,111 | $2,801+261.0% | $3,942+156.5% | $2,756+266.8% |
| Participant deferral / active EE | $15,206 | $6,818+123.0% | $8,087+88.0% | $4,299+253.7% |
| Admin fee / account holder | $4,136 | $5,887-29.7% | $7,899-47.6% | $6,940-40.4% |