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 | $140,485 | $78,423+79.1% | $95,964+46.4% | $79,856+75.9% |
| Participation rate | 93.9% | 73.5%+20.4pp | 77.1%+16.9pp | 69.6%+24.3pp |
| Annual return | 11.36% | 19.37%-8.0pp | 91.64%-80.3pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,282 | $1,945+17.3% | $2,541-10.2% | $2,471-7.7% |
| Participant deferral / active EE | $3,946 | $3,440+14.7% | $4,167-5.3% | $3,741+5.5% |
| Admin fee / account holder | $442 | $5,622-92.1% | $6,797-93.5% | $5,306-91.7% |