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 | $129,136 | $76,407+69.0% | $150,298-14.1% | $82,448+56.6% |
| Participation rate | 93.8% | 66.4%+27.4pp | 77.8%+16.0pp | 68.1%+25.7pp |
| Annual return | 19.16% | 39.99%-20.8pp | 62.79%-43.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $9,947 | $2,614+280.5% | $4,154+139.5% | $2,551+289.9% |
| Participant deferral / active EE | $8,156 | $3,214+153.7% | $5,453+49.6% | $4,139+97.0% |
| Admin fee / account holder | $2,220 | $6,352-65.0% | $14,116-84.3% | $7,234-69.3% |