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 | $116,048 | $89,367+29.9% | $141,191-17.8% | $72,975+59.0% |
| Participation rate | 92.1% | 75.1%+17.0pp | 82.5%+9.6pp | 69.5%+22.6pp |
| Annual return | 21.31% | 111.87%-90.6pp | 71.41%-50.1pp | 81.01%-59.7pp |
| Employer contribution / active EE | $3,082 | $3,115-1.1% | $4,736-34.9% | $2,440+26.3% |
| Participant deferral / active EE | $5,359 | $5,419-1.1% | $6,710-20.1% | $3,608+48.5% |
| Admin fee / account holder | $770 | $5,957-87.1% | $10,264-92.5% | $5,124-85.0% |