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 | $134,481 | $109,782+22.5% | $260,467-48.4% | $94,015+43.0% |
| Participation rate | 98.5% | 67.2%+31.3pp | 80.5%+18.1pp | 70.8%+27.7pp |
| Annual return | 16.49% | 18.60%-2.1pp | 100.60%-84.1pp | 17.84%-1.4pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,497 | $4,044+60.6% | $6,319+2.8% | $4,249+52.9% |
| Admin fee / account holder | $10,502 | $11,958-12.2% | $15,461-32.1% | $8,951+17.3% |