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 | $140,582 | $117,895+19.2% | $102,460+37.2% | $145,897-3.6% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 14.88% | 31.92%-17.0pp | 29.47%-14.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $3,704 | $3,619+2.3% | $3,025+22.4% | $4,663-20.6% |
| Participant deferral / active EE | $6,671 | $5,736+16.3% | $5,056+31.9% | $6,689-0.3% |
| Admin fee / account holder | $14,458 | $13,353+8.3% | $9,460+52.8% | $13,390+8.0% |