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 | $141,137 | $110,212+28.1% | $96,534+46.2% | $139,466+1.2% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.4pp | 80.3%+13.0pp |
| Annual return | 15.51% | 26.42%-10.9pp | 25.88%-10.4pp | 373.66%-358.2pp |
| Employer contribution / active EE | $3,290 | $3,620-9.1% | $2,965+10.9% | $4,754-30.8% |
| Participant deferral / active EE | $14,463 | $5,547+160.7% | $4,851+198.1% | $6,712+115.5% |
| Admin fee / account holder | $4,683 | $11,599-59.6% | $8,253-43.3% | $11,409-59.0% |