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 | $137,733 | $95,453+44.3% | $112,040+22.9% | $82,448+67.1% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.5%-4.5pp | 68.1%+3.9pp |
| Annual return | 13.24% | 23.92%-10.7pp | 24.52%-11.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,836 | $2,318-20.8% | $2,954-37.9% | $2,551-28.0% |
| Participant deferral / active EE | $5,322 | $4,224+26.0% | $5,098+4.4% | $4,139+28.6% |
| Admin fee / account holder | $22,128 | $9,013+145.5% | $12,098+82.9% | $7,234+205.9% |