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 | $115,282 | $86,891+32.7% | $142,516-19.1% | $75,173+53.4% |
| Participation rate | 93.1% | 68.5%+24.6pp | 76.8%+16.3pp | 67.2%+25.9pp |
| Annual return | 17.95% | 23.31%-5.4pp | 19.99%-2.0pp | 160.72%-142.8pp |
| Employer contribution / active EE | $7,953 | $3,355+137.0% | $4,849+64.0% | $2,671+197.8% |
| Participant deferral / active EE | $14,199 | $4,938+187.6% | $6,280+126.1% | $4,126+244.1% |
| Admin fee / account holder | $11,764 | $7,299+61.2% | $10,008+17.5% | $5,651+108.2% |