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 | $95,230 | $79,003+20.5% | $100,398-5.1% | $74,400+28.0% |
| Participation rate | 85.3% | 79.5%+5.9pp | 81.5%+3.8pp | 67.2%+18.1pp |
| Annual return | 13.95% | 20.62%-6.7pp | 49.32%-35.4pp | 1367.51%-1353.6pp |
| Employer contribution / active EE | $3,487 | $3,015+15.6% | $3,946-11.6% | $2,624+32.8% |
| Participant deferral / active EE | $10,244 | $7,752+32.2% | $8,084+26.7% | $4,348+135.6% |
| Admin fee / account holder | $15,736 | $1,331+1082.1% | $7,893+99.4% | $1,944+709.6% |