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 | $123,135 | $76,551+60.9% | $123,894-0.6% | $62,881+95.8% |
| Participation rate | 97.6% | 73.0%+24.6pp | 81.4%+16.1pp | 69.3%+28.3pp |
| Annual return | 7.41% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $5,580 | $2,882+93.6% | $4,617+20.9% | $2,281+144.6% |
| Participant deferral / active EE | $10,084 | $4,840+108.4% | $5,984+68.5% | $3,203+214.8% |
| Admin fee / account holder | $11,548 | $4,826+139.3% | $8,357+38.2% | $4,296+168.8% |