Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $127,891 | $201,372-36.5% | $184,260-30.6% | $145,884-12.3% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 17.77% | 29.04%-11.3pp | 28.84%-11.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $11,569 | $7,024+64.7% | $6,427+80.0% | $4,662+148.1% |
| Participant deferral / active EE | $16,340 | $9,808+66.6% | $9,133+78.9% | $6,690+144.3% |
| Admin fee / account holder | $3,836 | $16,362-76.6% | $13,898-72.4% | $13,392-71.4% |