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 | $136,728 | $77,358+76.7% | $102,184+33.8% | $87,485+56.3% |
| Participation rate | 91.8% | 78.7%+13.2pp | 82.6%+9.2pp | 68.9%+22.9pp |
| Annual return | 15.66% | 41.11%-25.4pp | 31.58%-15.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,520 | $6,753+26.2% | $8,309+2.5% | $4,274+99.4% |
| Admin fee / account holder | $7,548 | $6,809+10.9% | $11,609-35.0% | $7,775-2.9% |