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 | $132,735 | $81,487+62.9% | $102,412+29.6% | $80,935+64.0% |
| Participation rate | 93.1% | 66.8%+26.3pp | 74.5%+18.6pp | 67.7%+25.4pp |
| Annual return | 15.04% | 25.60%-10.6pp | 24.94%-9.9pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,485 | $3,103-52.1% | $3,870-61.6% | $2,757-46.1% |
| Participant deferral / active EE | $2,292 | $3,871-40.8% | $5,060-54.7% | $4,299-46.7% |
| Admin fee / account holder | $393 | $6,717-94.1% | $8,388-95.3% | $6,924-94.3% |