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 | $118,543 | $66,319+78.7% | $93,621+26.6% | $65,186+81.9% |
| Participation rate | 94.2% | 74.0%+20.2pp | 75.8%+18.3pp | 70.2%+24.0pp |
| Annual return | 18.74% | 42.59%-23.8pp | 32.76%-14.0pp | 29.39%-10.6pp |
| Employer contribution / active EE | $2,075 | $2,013+3.1% | $2,719-23.7% | $2,177-4.7% |
| Participant deferral / active EE | $4,362 | $3,343+30.5% | $4,070+7.2% | $3,514+24.1% |
| Admin fee / account holder | $5,710 | $6,900-17.2% | $7,890-27.6% | $847+574.0% |