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 | $128,446 | $54,763+134.5% | $90,324+42.2% | $72,976+76.0% |
| Participation rate | 76.3% | 65.2%+11.2pp | 73.3%+3.0pp | 69.5%+6.8pp |
| Annual return | 39.07% | 30.63%+8.4pp | 78.15%-39.1pp | 81.02%-41.9pp |
| Employer contribution / active EE | $2,960 | $2,093+41.4% | $2,856+3.6% | $2,440+21.3% |
| Participant deferral / active EE | $5,540 | $2,887+91.9% | $3,885+42.6% | $3,608+53.6% |
| Admin fee / account holder | $1,549 | $3,973-61.0% | $5,356-71.1% | $5,124-69.8% |