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 | $123,907 | $85,024+45.7% | $70,544+75.6% | $139,466-11.2% |
| Participation rate | 78.6% | 73.9%+4.7pp | 68.4%+10.2pp | 80.3%-1.8pp |
| Annual return | 15.94% | 30.39%-14.5pp | 32.79%-16.9pp | 373.66%-357.7pp |
| Employer contribution / active EE | $2,433 | $3,912-37.8% | $2,976-18.3% | $4,754-48.8% |
| Participant deferral / active EE | $9,247 | $5,891+57.0% | $4,568+102.4% | $6,712+37.8% |
| Admin fee / account holder | $593 | $8,928-93.4% | $6,427-90.8% | $11,409-94.8% |