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 | $121,262 | $77,460+56.5% | $100,378+20.8% | $80,925+49.8% |
| Participation rate | 89.3% | 76.9%+12.3pp | 81.5%+7.8pp | 67.7%+21.6pp |
| Annual return | 15.41% | 37.24%-21.8pp | 49.41%-34.0pp | 35.65%-20.2pp |
| Employer contribution / active EE | $1,750 | $2,801-37.5% | $3,942-55.6% | $2,756-36.5% |
| Participant deferral / active EE | $12,101 | $6,818+77.5% | $8,087+49.6% | $4,299+181.5% |
| Admin fee / account holder | $18,656 | $5,887+216.9% | $7,899+136.2% | $6,940+168.8% |