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 | $124,178 | $84,236+47.4% | $170,435-27.1% | $70,126+77.1% |
| Participation rate | 97.8% | 70.8%+27.0pp | 83.6%+14.2pp | 69.5%+28.3pp |
| Annual return | 14.88% | 23.06%-8.2pp | 205.94%-191.1pp | 73.15%-58.3pp |
| Employer contribution / active EE | $3,740 | $3,387+10.4% | $5,432-31.1% | $2,343+59.7% |
| Participant deferral / active EE | $5,242 | $3,086+69.9% | $4,939+6.1% | $3,332+57.3% |
| Admin fee / account holder | $3,369 | $5,698-40.9% | $13,881-75.7% | $4,645-27.5% |