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 | $107,380 | $85,171+26.1% | $172,753-37.8% | $72,976+47.1% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 21.30% | 27.32%-6.0pp | 803.00%-781.7pp | 81.02%-59.7pp |
| Employer contribution / active EE | $2,976 | $3,324-10.5% | $5,144-42.1% | $2,440+22.0% |
| Participant deferral / active EE | $3,703 | $3,260+13.6% | $5,198-28.7% | $3,608+2.7% |
| Admin fee / account holder | $1,995 | $5,880-66.1% | $13,956-85.7% | $5,124-61.1% |