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 | $103,966 | $79,894+30.1% | $135,792-23.4% | $82,637+25.8% |
| Participation rate | 92.1% | 63.0%+29.1pp | 72.6%+19.5pp | 68.1%+24.0pp |
| Annual return | 13.22% | 17.20%-4.0pp | 25.96%-12.7pp | 53.51%-40.3pp |
| Employer contribution / active EE | $9,271 | $2,165+328.2% | $3,496+165.2% | $2,552+263.2% |
| Participant deferral / active EE | $6,326 | $3,194+98.1% | $4,759+32.9% | $4,126+53.3% |
| Admin fee / account holder | $5,207 | $6,434-19.1% | $12,266-57.5% | $7,339-29.1% |