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 | $137,364 | $73,787+86.2% | $98,716+39.2% | $82,448+66.6% |
| Participation rate | 87.8% | 61.4%+26.4pp | 69.3%+18.5pp | 68.1%+19.7pp |
| Annual return | 13.15% | 18.57%-5.4pp | 31.81%-18.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,708 | $1,511+79.2% | $2,279+18.8% | $2,551+6.1% |
| Participant deferral / active EE | $10,393 | $3,081+237.3% | $4,048+156.8% | $4,139+151.1% |
| Admin fee / account holder | $4,968 | $6,500-23.6% | $8,703-42.9% | $7,234-31.3% |