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 | $97,634 | $71,215+37.1% | $93,696+4.2% | $80,935+20.6% |
| Participation rate | 98.2% | 60.4%+37.8pp | 68.7%+29.5pp | 67.7%+30.6pp |
| Annual return | 14.87% | 11.27%+3.6pp | 133.74%-118.9pp | 35.66%-20.8pp |
| Employer contribution / active EE | $6,042 | $1,565+286.0% | $2,422+149.5% | $2,757+119.2% |
| Participant deferral / active EE | $8,275 | $4,037+105.0% | $4,417+87.4% | $4,299+92.5% |
| Admin fee / account holder | $3,625 | $6,958-47.9% | $8,287-56.3% | $6,924-47.6% |