Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $117,398 | $88,996+31.9% | $78,004+50.5% | $138,895-15.5% |
| Participation rate | 84.6% | 74.4%+10.3pp | 69.4%+15.2pp | 79.9%+4.7pp |
| Annual return | 17.25% | 28.03%-10.8pp | 31.07%-13.8pp | 145.39%-128.1pp |
| Employer contribution / active EE | $11,739 | $2,917+302.4% | $2,469+375.5% | $4,194+179.9% |
| Participant deferral / active EE | $11,199 | $4,724+137.1% | $4,092+173.7% | $6,396+75.1% |
| Admin fee / account holder | $6,415 | $8,807-27.2% | $7,578-15.3% | $12,562-48.9% |