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 | $134,213 | $106,749+25.7% | $145,433-7.7% | $82,448+62.8% |
| Participation rate | 94.4% | 75.6%+18.8pp | 82.1%+12.3pp | 68.1%+26.4pp |
| Annual return | 16.18% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,475 | $3,444-57.2% | $4,554-67.6% | $2,551-42.2% |
| Participant deferral / active EE | $9,087 | $6,519+39.4% | $7,897+15.1% | $4,139+119.5% |
| Admin fee / account holder | $5,494 | $8,390-34.5% | $13,129-58.2% | $7,234-24.1% |