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 | $133,243 | $126,661+5.2% | $113,397+17.5% | $138,895-4.1% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.5%+16.4pp | 79.9%+12.9pp |
| Annual return | 17.16% | 25.05%-7.9pp | 23.20%-6.0pp | 145.39%-128.2pp |
| Employer contribution / active EE | $2,920 | $3,456-15.5% | $2,977-1.9% | $4,194-30.4% |
| Participant deferral / active EE | $7,489 | $5,693+31.6% | $5,076+47.5% | $6,396+17.1% |
| Admin fee / account holder | $5,522 | $14,549-62.0% | $11,957-53.8% | $12,562-56.0% |