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 | $116,151 | $89,259+30.1% | $107,187+8.4% | $82,637+40.6% |
| Participation rate | 95.7% | 67.9%+27.7pp | 75.0%+20.6pp | 68.1%+27.6pp |
| Annual return | 19.72% | 21.02%-1.3pp | 204.55%-184.8pp | 53.51%-33.8pp |
| Employer contribution / active EE | $1,093 | $3,080-64.5% | $3,782-71.1% | $2,552-57.2% |
| Participant deferral / active EE | $5,862 | $4,037+45.2% | $5,096+15.0% | $4,126+42.1% |
| Admin fee / account holder | $485 | $7,381-93.4% | $9,162-94.7% | $7,339-93.4% |