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 | $130,364 | $77,638+67.9% | $156,551-16.7% | $62,881+107.3% |
| Participation rate | 81.0% | 71.2%+9.8pp | 84.0%-3.1pp | 69.3%+11.6pp |
| Annual return | 8.31% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $5,374 | $3,444+56.0% | $5,501-2.3% | $2,281+135.6% |
| Participant deferral / active EE | $3,007 | $3,046-1.3% | $4,871-38.3% | $3,203-6.1% |
| Admin fee / account holder | $5,009 | $5,561-9.9% | $13,028-61.6% | $4,296+16.6% |