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 | $141,912 | $57,073+148.6% | $85,126+66.7% | $80,925+75.4% |
| Participation rate | 94.9% | 56.4%+38.5pp | 67.5%+27.4pp | 67.7%+27.3pp |
| Annual return | 12.43% | 21.69%-9.3pp | 66.63%-54.2pp | 35.65%-23.2pp |
| Employer contribution / active EE | $1,752 | $1,801-2.7% | $2,731-35.9% | $2,756-36.4% |
| Participant deferral / active EE | $6,617 | $3,113+112.5% | $4,523+46.3% | $4,299+53.9% |
| Admin fee / account holder | $7,429 | $4,988+49.0% | $6,160+20.6% | $6,940+7.0% |