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 | $142,443 | $86,298+65.1% | $111,308+28.0% | $85,847+65.9% |
| Participation rate | 72.2% | 73.3%-1.1pp | 77.3%-5.1pp | 69.3%+2.9pp |
| Annual return | 16.69% | 19.99%-3.3pp | 54.67%-38.0pp | 318.61%-301.9pp |
| Employer contribution / active EE | $1,755 | $2,044-14.1% | $2,732-35.8% | $2,565-31.6% |
| Participant deferral / active EE | $7,451 | $3,641+104.7% | $4,487+66.0% | $3,952+88.5% |
| Admin fee / account holder | $11,248 | $8,189+37.4% | $7,965+41.2% | $6,261+79.7% |