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 | $144,119 | $94,031+53.3% | $115,768+24.5% | $82,448+74.8% |
| Participation rate | 93.1% | 70.4%+22.7pp | 74.4%+18.7pp | 68.1%+25.0pp |
| Annual return | 12.26% | 20.61%-8.3pp | 100.46%-88.2pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,100 | $2,323-52.7% | $2,940-62.6% | $2,551-56.9% |
| Participant deferral / active EE | $4,123 | $3,972+3.8% | $4,917-16.1% | $4,139-0.4% |
| Admin fee / account holder | $8,931 | $10,249-12.9% | $12,439-28.2% | $7,234+23.4% |