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 | $119,580 | $78,670+52.0% | $109,173+9.5% | $85,847+39.3% |
| Participation rate | 90.6% | 68.3%+22.3pp | 75.9%+14.7pp | 69.3%+21.3pp |
| Annual return | 13.43% | 25.09%-11.7pp | 25.75%-12.3pp | 318.61%-305.2pp |
| Employer contribution / active EE | $4,121 | $2,734+50.7% | $3,723+10.7% | $2,565+60.6% |
| Participant deferral / active EE | $3,569 | $3,467+2.9% | $4,654-23.3% | $3,952-9.7% |
| Admin fee / account holder | $18,411 | $5,469+236.6% | $6,755+172.6% | $6,261+194.1% |