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 | $104,113 | $77,817+33.8% | $123,553-15.7% | $64,173+62.2% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.2pp | 69.6%+23.9pp |
| Annual return | 4.27% | 12.49%-8.2pp | 119.21%-114.9pp | 7.63%-3.4pp |
| Employer contribution / active EE | $8,488 | $3,014+181.6% | $4,628+83.4% | $2,381+256.5% |
| Participant deferral / active EE | $12,056 | $5,240+130.1% | $6,426+87.6% | $3,470+247.5% |
| Admin fee / account holder | $9,665 | $5,519+75.1% | $9,284+4.1% | $4,887+97.7% |