Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $116,092 | $76,407+51.9% | $150,298-22.8% | $82,448+40.8% |
| Participation rate | 94.8% | 66.4%+28.4pp | 77.8%+17.1pp | 68.1%+26.8pp |
| Annual return | 20.98% | 39.99%-19.0pp | 62.79%-41.8pp | 41.64%-20.7pp |
| Employer contribution / active EE | $5,510 | $2,614+110.8% | $4,154+32.7% | $2,551+116.0% |
| Participant deferral / active EE | $13,069 | $3,214+306.6% | $5,453+139.7% | $4,139+215.7% |
| Admin fee / account holder | $5,185 | $6,352-18.4% | $14,116-63.3% | $7,234-28.3% |