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 | $133,727 | $67,602+97.8% | $82,312+62.5% | $70,126+90.7% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | 17.10% | 21.57%-4.5pp | 25.88%-8.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $4,218 | $1,755+140.4% | $2,428+73.7% | $2,343+80.1% |
| Participant deferral / active EE | $5,487 | $2,987+83.7% | $3,706+48.0% | $3,332+64.7% |
| Admin fee / account holder | $2,213 | $4,512-50.9% | $5,608-60.5% | $4,645-52.4% |