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 | $100,830 | $85,766+17.6% | $136,295-26.0% | $70,131+43.8% |
| Participation rate | 98.4% | 74.2%+24.2pp | 81.9%+16.5pp | 69.5%+28.8pp |
| Annual return | 18.29% | 31.45%-13.2pp | 5155.97%-5137.7pp | 73.14%-54.8pp |
| Employer contribution / active EE | $8,786 | $2,966+196.2% | $4,695+87.1% | $2,342+275.1% |
| Participant deferral / active EE | $9,035 | $5,051+78.9% | $6,247+44.6% | $3,332+171.2% |
| Admin fee / account holder | $3,422 | $5,420-36.9% | $9,243-63.0% | $4,645-26.3% |