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 | $113,672 | $90,504+25.6% | $78,690+44.5% | $273,965-58.5% |
| Participation rate | 94.7% | 76.5%+18.2pp | 73.6%+21.2pp | 83.0%+11.7pp |
| Annual return | 6.59% | 75.61%-69.0pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,540 | $3,176+42.9% | $2,851+59.3% | $4,869-6.8% |
| Participant deferral / active EE | $5,182 | $3,901+32.8% | $3,517+47.4% | $5,287-2.0% |
| Admin fee / account holder | $8,956 | $5,263+70.2% | $4,511+98.6% | $10,132-11.6% |