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 | $137,683 | $56,544+143.5% | $75,501+82.4% | $70,126+96.3% |
| Participation rate | 96.2% | 68.1%+28.0pp | 72.4%+23.8pp | 69.5%+26.6pp |
| Annual return | 17.33% | 23.59%-6.3pp | 27.35%-10.0pp | 73.15%-55.8pp |
| Employer contribution / active EE | $5,472 | $1,817+201.2% | $2,352+132.7% | $2,343+133.6% |
| Participant deferral / active EE | $7,945 | $2,580+208.0% | $3,142+152.8% | $3,332+138.4% |
| Admin fee / account holder | $2,294 | $3,827-40.0% | $5,801-60.4% | $4,645-50.6% |