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 | $117,371 | $75,541+55.4% | $152,093-22.8% | $82,637+42.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.93% | 32.56%-17.6pp | 66.36%-51.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $4,948 | $2,622+88.7% | $4,175+18.5% | $2,552+93.9% |
| Participant deferral / active EE | $4,803 | $3,206+49.8% | $5,451-11.9% | $4,126+16.4% |
| Admin fee / account holder | $972 | $6,405-84.8% | $14,497-93.3% | $7,339-86.8% |