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 | $131,504 | $103,393+27.2% | $87,103+51.0% | $152,909-14.0% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 17.12% | 28.10%-11.0pp | 28.19%-11.1pp | 345.46%-328.3pp |
| Employer contribution / active EE | $1,609 | $3,221-50.0% | $2,521-36.2% | $4,764-66.2% |
| Participant deferral / active EE | $3,783 | $4,778-20.8% | $4,049-6.6% | $5,851-35.3% |
| Admin fee / account holder | $601 | $12,195-95.1% | $7,491-92.0% | $11,601-94.8% |