Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $118,264 | $84,233+40.4% | $170,436-30.6% | $70,131+68.6% |
| Participation rate | 88.1% | 70.8%+17.3pp | 83.6%+4.5pp | 69.5%+18.6pp |
| Annual return | 17.17% | 23.06%-5.9pp | 205.94%-188.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $5,856 | $3,387+72.9% | $5,433+7.8% | $2,342+150.0% |
| Participant deferral / active EE | $4,308 | $3,086+39.6% | $4,939-12.8% | $3,332+29.3% |
| Admin fee / account holder | $13,191 | $5,698+131.5% | $13,880-5.0% | $4,645+184.0% |