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 | $119,891 | $76,551+56.6% | $123,894-3.2% | $62,881+90.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 12.98% | 18.68%-5.7pp | 47.52%-34.5pp | 20.14%-7.2pp |
| Employer contribution / active EE | $5,807 | $2,882+101.5% | $4,617+25.8% | $2,281+154.6% |
| Participant deferral / active EE | $4,390 | $4,840-9.3% | $5,984-26.6% | $3,203+37.0% |
| Admin fee / account holder | $9,821 | $4,826+103.5% | $8,357+17.5% | $4,296+128.6% |