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 | $114,851 | $108,825+5.5% | $156,181-26.5% | $82,448+39.3% |
| Participation rate | 94.3% | 72.4%+21.9pp | 78.8%+15.5pp | 68.1%+26.2pp |
| Annual return | 14.54% | 20.59%-6.1pp | 64.87%-50.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $5,777 | $2,870+101.3% | $4,294+34.5% | $2,551+126.5% |
| Participant deferral / active EE | $10,332 | $4,577+125.7% | $6,132+68.5% | $4,139+149.6% |
| Admin fee / account holder | $91,935 | $9,341+884.3% | $14,586+530.3% | $7,234+1170.8% |