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 | $121,159 | $106,749+13.5% | $145,433-16.7% | $82,448+47.0% |
| Participation rate | 98.3% | 75.6%+22.7pp | 82.1%+16.2pp | 68.1%+30.2pp |
| Annual return | 21.01% | 27.59%-6.6pp | 66.58%-45.6pp | 41.64%-20.6pp |
| Employer contribution / active EE | $11,632 | $3,444+237.7% | $4,554+155.4% | $2,551+356.0% |
| Participant deferral / active EE | $13,148 | $6,519+101.7% | $7,897+66.5% | $4,139+217.6% |
| Admin fee / account holder | $2,562 | $8,390-69.5% | $13,129-80.5% | $7,234-64.6% |