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 | $129,996 | $93,598+38.9% | $135,974-4.4% | $75,173+72.9% |
| Participation rate | 97.9% | 75.2%+22.7pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 16.32% | 30.89%-14.6pp | 68.30%-52.0pp | 160.72%-144.4pp |
| Employer contribution / active EE | $13,753 | $3,538+288.7% | $4,859+183.0% | $2,671+414.9% |
| Participant deferral / active EE | $17,336 | $6,405+170.6% | $7,760+123.4% | $4,126+320.1% |
| Admin fee / account holder | $3,931 | $6,978-43.7% | $10,767-63.5% | $5,651-30.4% |