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 | $127,585 | $72,269+76.5% | $101,271+26.0% | $79,852+59.8% |
| Participation rate | 78.5% | 68.5%+10.0pp | 75.8%+2.7pp | 69.6%+8.8pp |
| Annual return | 14.25% | 22.29%-8.0pp | 46.48%-32.2pp | 31.72%-17.5pp |
| Employer contribution / active EE | $1,023 | $2,692-62.0% | $3,660-72.0% | $2,471-58.6% |
| Participant deferral / active EE | $5,125 | $3,282+56.2% | $4,371+17.3% | $3,740+37.0% |
| Admin fee / account holder | $9,552 | $4,401+117.0% | $5,948+60.6% | $5,306+80.0% |