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 | $127,699 | $78,428+62.8% | $95,960+33.1% | $79,852+59.9% |
| Participation rate | 94.7% | 73.5%+21.2pp | 77.1%+17.7pp | 69.6%+25.1pp |
| Annual return | 14.63% | 19.37%-4.7pp | 91.63%-77.0pp | 31.72%-17.1pp |
| Employer contribution / active EE | $3,585 | $1,945+84.3% | $2,541+41.1% | $2,471+45.1% |
| Participant deferral / active EE | $9,604 | $3,440+179.2% | $4,167+130.5% | $3,740+156.8% |
| Admin fee / account holder | $10,112 | $5,622+79.9% | $6,797+48.8% | $5,306+90.6% |