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 | $120,487 | $56,054+114.9% | $171,082-29.6% | $62,881+91.6% |
| Participation rate | 82.9% | 62.9%+20.0pp | 76.7%+6.2pp | 69.3%+13.6pp |
| Annual return | 11.51% | 22.52%-11.0pp | 32.56%-21.0pp | 20.14%-8.6pp |
| Employer contribution / active EE | $1,777 | $1,731+2.7% | $4,002-55.6% | $2,281-22.1% |
| Participant deferral / active EE | $5,859 | $3,158+85.5% | $4,797+22.1% | $3,203+82.9% |
| Admin fee / account holder | $1,337 | $3,647-63.3% | $8,520-84.3% | $4,296-68.9% |