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 | $140,195 | $135,956+3.1% | $123,894+13.2% | $273,972-48.8% |
| Participation rate | 95.7% | 84.1%+11.6pp | 81.4%+14.2pp | 83.0%+12.6pp |
| Annual return | 21.35% | 56.63%-35.3pp | 47.52%-26.2pp | 41.46%-20.1pp |
| Employer contribution / active EE | $2,973 | $5,170-42.5% | $4,617-35.6% | $4,869-38.9% |
| Participant deferral / active EE | $9,794 | $6,343+54.4% | $5,984+63.7% | $5,287+85.2% |
| Admin fee / account holder | $1,381 | $9,817-85.9% | $8,357-83.5% | $10,133-86.4% |