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 | $134,839 | $75,541+78.5% | $152,093-11.3% | $82,637+63.2% |
| Participation rate | 90.0% | 66.5%+23.5pp | 77.8%+12.2pp | 68.1%+21.9pp |
| Annual return | 18.41% | 32.56%-14.1pp | 66.36%-47.9pp | 53.51%-35.1pp |
| Employer contribution / active EE | $5,405 | $2,622+106.1% | $4,175+29.5% | $2,552+111.8% |
| Participant deferral / active EE | $9,459 | $3,206+195.1% | $5,451+73.5% | $4,126+129.3% |
| Admin fee / account holder | $438 | $6,405-93.2% | $14,497-97.0% | $7,339-94.0% |