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 | $129,908 | $89,367+45.4% | $141,191-8.0% | $72,975+78.0% |
| Participation rate | 89.5% | 75.1%+14.3pp | 82.5%+7.0pp | 69.5%+20.0pp |
| Annual return | 23.66% | 111.87%-88.2pp | 71.41%-47.7pp | 81.01%-57.4pp |
| Employer contribution / active EE | $790 | $3,115-74.6% | $4,736-83.3% | $2,440-67.6% |
| Participant deferral / active EE | $8,737 | $5,419+61.2% | $6,710+30.2% | $3,608+142.2% |
| Admin fee / account holder | $7,813 | $5,957+31.2% | $10,264-23.9% | $5,124+52.5% |