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 | $114,069 | $53,841+111.9% | $75,731+50.6% | $85,851+32.9% |
| Participation rate | 94.6% | 69.0%+25.6pp | 74.8%+19.8pp | 69.3%+25.3pp |
| Annual return | 14.73% | 24.54%-9.8pp | 104.65%-89.9pp | 318.63%-303.9pp |
| Employer contribution / active EE | $1,902 | $2,017-5.7% | $2,743-30.7% | $2,565-25.9% |
| Participant deferral / active EE | $4,069 | $2,895+40.6% | $3,820+6.5% | $3,952+2.9% |
| Admin fee / account holder | $1,337 | $3,340-60.0% | $3,620-63.1% | $6,261-78.6% |