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 | $124,927 | $105,284+18.7% | $150,734-17.1% | $94,015+32.9% |
| Participation rate | 81.6% | 71.7%+9.9pp | 78.4%+3.2pp | 70.8%+10.8pp |
| Annual return | 11.91% | 15.67%-3.8pp | 600.81%-588.9pp | 17.84%-5.9pp |
| Employer contribution / active EE | $2,239 | $3,599-37.8% | $4,918-54.5% | $2,790-19.8% |
| Participant deferral / active EE | $3,908 | $4,274-8.6% | $5,610-30.3% | $4,249-8.0% |
| Admin fee / account holder | $10,666 | $9,839+8.4% | $14,905-28.4% | $8,951+19.2% |