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 | $122,432 | $79,961+53.1% | $98,462+24.3% | $75,177+62.9% |
| Participation rate | 87.5% | 70.4%+17.1pp | 75.2%+12.3pp | 67.2%+20.3pp |
| Annual return | 16.19% | 19.75%-3.6pp | 21.17%-5.0pp | 160.75%-144.6pp |
| Employer contribution / active EE | $1,875 | $2,264-17.2% | $3,049-38.5% | $2,671-29.8% |
| Participant deferral / active EE | $4,039 | $3,753+7.6% | $4,738-14.8% | $4,126-2.1% |
| Admin fee / account holder | $11,342 | $6,842+65.8% | $8,875+27.8% | $5,651+100.7% |