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 | $121,743 | $88,672+37.3% | $105,223+15.7% | $82,448+47.7% |
| Participation rate | 92.5% | 67.9%+24.6pp | 75.0%+17.5pp | 68.1%+24.4pp |
| Annual return | 14.95% | 30.86%-15.9pp | 180.65%-165.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,736 | $3,048-43.0% | $3,689-52.9% | $2,551-31.9% |
| Participant deferral / active EE | $6,759 | $4,036+67.5% | $5,072+33.3% | $4,139+63.3% |
| Admin fee / account holder | $2,779 | $7,146-61.1% | $8,859-68.6% | $7,234-61.6% |