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 | $119,190 | $78,670+51.5% | $109,173+9.2% | $85,847+38.8% |
| Participation rate | 90.5% | 68.3%+22.2pp | 75.9%+14.6pp | 69.3%+21.2pp |
| Annual return | 13.62% | 25.09%-11.5pp | 25.75%-12.1pp | 318.61%-305.0pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,985 | $3,467+72.6% | $4,654+28.6% | $3,952+51.4% |
| Admin fee / account holder | $6,778 | $5,469+23.9% | $6,755+0.3% | $6,261+8.3% |