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 | $123,737 | $77,908+58.8% | $149,696-17.3% | $75,173+64.6% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 15.83% | 31.73%-15.9pp | 134.46%-118.6pp | 160.72%-144.9pp |
| Employer contribution / active EE | $14,028 | $3,138+347.1% | $4,821+191.0% | $2,671+425.2% |
| Participant deferral / active EE | $6,146 | $3,411+80.2% | $5,682+8.2% | $4,126+48.9% |
| Admin fee / account holder | $3,713 | $5,950-37.6% | $13,212-71.9% | $5,651-34.3% |