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 | $137,010 | $112,729+21.5% | $98,716+38.8% | $137,256-0.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 10.79% | 38.48%-27.7pp | 31.81%-21.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,570 | $2,725-5.7% | $2,279+12.8% | $4,156-38.2% |
| Participant deferral / active EE | $6,472 | $4,640+39.5% | $4,048+59.9% | $6,407+1.0% |
| Admin fee / account holder | $4,830 | $10,129-52.3% | $8,703-44.5% | $12,270-60.6% |