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 | $101,123 | $77,472+30.5% | $100,415+0.7% | $80,959+24.9% |
| Participation rate | 96.2% | 76.9%+19.2pp | 81.5%+14.6pp | 67.7%+28.5pp |
| Annual return | 12.67% | 37.26%-24.6pp | 49.47%-36.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $6,058 | $2,800+116.3% | $3,943+53.6% | $2,757+119.7% |
| Participant deferral / active EE | $6,294 | $6,818-7.7% | $8,091-22.2% | $4,300+46.4% |
| Admin fee / account holder | $40,601 | $5,885+589.9% | $7,906+413.5% | $6,925+486.3% |