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 | $104,297 | $77,908+33.9% | $149,696-30.3% | $75,173+38.7% |
| Participation rate | 91.1% | 65.6%+25.5pp | 78.8%+12.3pp | 67.2%+23.9pp |
| Annual return | 16.71% | 31.73%-15.0pp | 134.46%-117.8pp | 160.72%-144.0pp |
| Employer contribution / active EE | $4,056 | $3,138+29.3% | $4,821-15.9% | $2,671+51.9% |
| Participant deferral / active EE | $4,859 | $3,411+42.4% | $5,682-14.5% | $4,126+17.7% |
| Admin fee / account holder | $4,420 | $5,950-25.7% | $13,212-66.5% | $5,651-21.8% |