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 | $100,914 | $77,638+30.0% | $156,551-35.5% | $62,881+60.5% |
| Participation rate | 96.7% | 71.2%+25.5pp | 84.0%+12.7pp | 69.3%+27.4pp |
| Annual return | 7.25% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $6,290 | $3,444+82.6% | $5,501+14.3% | $2,281+175.8% |
| Participant deferral / active EE | $5,872 | $3,046+92.8% | $4,871+20.5% | $3,203+83.3% |
| Admin fee / account holder | $1,227 | $5,561-77.9% | $13,028-90.6% | $4,296-71.4% |