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 | $77,186 | $89,370-13.6% | $141,197-45.3% | $72,976+5.8% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 22.48% | 111.88%-89.4pp | 71.41%-48.9pp | 81.02%-58.5pp |
| Employer contribution / active EE | $5,336 | $3,115+71.3% | $4,736+12.7% | $2,440+118.7% |
| Participant deferral / active EE | $6,354 | $5,419+17.3% | $6,710-5.3% | $3,608+76.1% |
| Admin fee / account holder | $15,846 | $5,957+166.0% | $10,265+54.4% | $5,124+209.2% |