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 | $122,291 | $77,638+57.5% | $156,551-21.9% | $62,881+94.5% |
| Participation rate | 97.8% | 71.2%+26.7pp | 84.0%+13.8pp | 69.3%+28.5pp |
| Annual return | 8.78% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $7,762 | $3,444+125.4% | $5,501+41.1% | $2,281+240.3% |
| Participant deferral / active EE | $5,508 | $3,046+80.8% | $4,871+13.1% | $3,203+72.0% |
| Admin fee / account holder | $3,796 | $5,561-31.7% | $13,028-70.9% | $4,296-11.6% |