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 | $143,113 | $101,950+40.4% | $125,529+14.0% | $86,983+64.5% |
| Participation rate | 77.6% | 70.2%+7.4pp | 74.7%+2.8pp | 69.5%+8.0pp |
| Annual return | 14.93% | 18.29%-3.4pp | 202.56%-187.6pp | 25.83%-10.9pp |
| Employer contribution / active EE | $1,837 | $2,358-22.1% | $3,058-39.9% | $2,584-28.9% |
| Participant deferral / active EE | $3,872 | $3,862+0.2% | $4,813-19.6% | $4,194-7.7% |
| Admin fee / account holder | $9,655 | $12,791-24.5% | $16,298-40.8% | $7,856+22.9% |