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 | $113,665 | $84,236+34.9% | $170,435-33.3% | $70,126+62.1% |
| Participation rate | 76.0% | 70.8%+5.2pp | 83.6%-7.6pp | 69.5%+6.5pp |
| Annual return | 17.14% | 23.06%-5.9pp | 205.94%-188.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $1,387 | $3,387-59.0% | $5,432-74.5% | $2,343-40.8% |
| Participant deferral / active EE | $4,745 | $3,086+53.8% | $4,939-3.9% | $3,332+42.4% |
| Admin fee / account holder | $10,550 | $5,698+85.1% | $13,881-24.0% | $4,645+127.1% |