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 | $138,595 | $84,236+64.5% | $170,435-18.7% | $70,126+97.6% |
| Participation rate | 95.7% | 70.8%+24.8pp | 83.6%+12.1pp | 69.5%+26.1pp |
| Annual return | 20.70% | 23.06%-2.4pp | 205.94%-185.2pp | 73.15%-52.4pp |
| Employer contribution / active EE | $3,130 | $3,387-7.6% | $5,432-42.4% | $2,343+33.6% |
| Participant deferral / active EE | $5,362 | $3,086+73.8% | $4,939+8.6% | $3,332+60.9% |
| Admin fee / account holder | $18,398 | $5,698+222.9% | $13,881+32.5% | $4,645+296.0% |