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 | $124,114 | $110,278+12.5% | $95,740+29.6% | $139,466-11.0% |
| Participation rate | 87.5% | 75.7%+11.8pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 17.95% | 27.19%-9.2pp | 28.41%-10.5pp | 373.66%-355.7pp |
| Employer contribution / active EE | $2,411 | $3,260-26.1% | $2,836-15.0% | $4,754-49.3% |
| Participant deferral / active EE | $8,890 | $4,674+90.2% | $4,244+109.5% | $6,712+32.5% |
| Admin fee / account holder | $346 | $6,613-94.8% | $5,676-93.9% | $11,409-97.0% |