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 | $116,874 | $78,670+48.6% | $109,173+7.1% | $85,847+36.1% |
| Participation rate | 98.0% | 68.3%+29.8pp | 75.9%+22.2pp | 69.3%+28.7pp |
| Annual return | 17.31% | 25.09%-7.8pp | 25.75%-8.4pp | 318.61%-301.3pp |
| Employer contribution / active EE | $9,338 | $2,734+241.6% | $3,723+150.8% | $2,565+264.0% |
| Participant deferral / active EE | $6,738 | $3,467+94.3% | $4,654+44.8% | $3,952+70.5% |
| Admin fee / account holder | $4,347 | $5,469-20.5% | $6,755-35.6% | $6,261-30.6% |