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 | $103,403 | $93,617+10.5% | $135,982-24.0% | $75,177+37.5% |
| Participation rate | 84.2% | 75.2%+9.0pp | 81.9%+2.3pp | 67.2%+17.0pp |
| Annual return | 18.57% | 30.89%-12.3pp | 68.32%-49.7pp | 160.75%-142.2pp |
| Employer contribution / active EE | $6,906 | $3,538+95.2% | $4,859+42.1% | $2,671+158.5% |
| Participant deferral / active EE | $10,874 | $6,406+69.7% | $7,760+40.1% | $4,126+163.5% |
| Admin fee / account holder | $6,290 | $6,980-9.9% | $10,767-41.6% | $5,651+11.3% |