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 | $123,626 | $71,197+73.6% | $93,669+32.0% | $80,925+52.8% |
| Participation rate | 78.3% | 60.4%+17.9pp | 68.7%+9.6pp | 67.7%+10.7pp |
| Annual return | 15.24% | 11.27%+4.0pp | 133.59%-118.4pp | 35.65%-20.4pp |
| Employer contribution / active EE | $1,947 | $1,565+24.4% | $2,424-19.7% | $2,756-29.4% |
| Participant deferral / active EE | $4,694 | $4,036+16.3% | $4,416+6.3% | $4,299+9.2% |
| Admin fee / account holder | $19,810 | $6,959+184.7% | $8,291+138.9% | $6,940+185.4% |