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 | $136,473 | $106,864+27.7% | $147,318-7.4% | $82,637+65.1% |
| Participation rate | 96.8% | 75.5%+21.3pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 17.89% | 27.49%-9.6pp | 70.43%-52.5pp | 53.51%-35.6pp |
| Employer contribution / active EE | $7,579 | $3,417+121.8% | $4,593+65.0% | $2,552+197.0% |
| Participant deferral / active EE | $5,645 | $6,496-13.1% | $7,906-28.6% | $4,126+36.8% |
| Admin fee / account holder | $4,449 | $8,415-47.1% | $13,708-67.5% | $7,339-39.4% |