Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $129,927 | $110,212+17.9% | $96,534+34.6% | $139,466-6.8% |
| Participation rate | 86.7% | 78.1%+8.5pp | 76.0%+10.7pp | 80.3%+6.3pp |
| Annual return | 19.31% | 26.42%-7.1pp | 25.88%-6.6pp | 373.66%-354.4pp |
| Employer contribution / active EE | $3,334 | $3,620-7.9% | $2,965+12.4% | $4,754-29.9% |
| Participant deferral / active EE | $6,623 | $5,547+19.4% | $4,851+36.5% | $6,712-1.3% |
| Admin fee / account holder | $1,741 | $11,599-85.0% | $8,253-78.9% | $11,409-84.7% |