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 | $103,762 | $77,638+33.6% | $156,551-33.7% | $62,881+65.0% |
| Participation rate | 98.1% | 71.2%+26.9pp | 84.0%+14.1pp | 69.3%+28.8pp |
| Annual return | 14.01% | 50.33%-36.3pp | 32.23%-18.2pp | 20.14%-6.1pp |
| Employer contribution / active EE | $6,345 | $3,444+84.2% | $5,501+15.3% | $2,281+178.2% |
| Participant deferral / active EE | $4,531 | $3,046+48.8% | $4,871-7.0% | $3,203+41.5% |
| Admin fee / account holder | $14,114 | $5,561+153.8% | $13,028+8.3% | $4,296+228.6% |