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 | $135,547 | $101,752+33.2% | $164,928-17.8% | $80,911+67.5% |
| Participation rate | 88.2% | 71.8%+16.4pp | 78.6%+9.6pp | 67.6%+20.6pp |
| Annual return | 14.38% | 16.73%-2.3pp | 70.08%-55.7pp | 35.63%-21.2pp |
| Employer contribution / active EE | $4,336 | $2,953+46.8% | $4,343-0.2% | $2,756+57.3% |
| Participant deferral / active EE | $8,152 | $4,477+82.1% | $6,034+35.1% | $4,297+89.7% |
| Admin fee / account holder | $12,519 | $8,218+52.3% | $12,684-1.3% | $6,935+80.5% |