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 | $141,186 | $95,904+47.2% | $173,730-18.7% | $64,340+119.4% |
| Participation rate | 99.0% | 60.6%+38.4pp | 79.6%+19.4pp | 55.2%+43.8pp |
| Annual return | 15.20% | 17.47%-2.3pp | 19.96%-4.8pp | 24.14%-8.9pp |
| Employer contribution / active EE | $3,007 | $2,323+29.5% | $4,577-34.3% | $1,862+61.5% |
| Participant deferral / active EE | $8,663 | $3,488+148.4% | $6,326+36.9% | $2,980+190.7% |
| Admin fee / account holder | $17,632 | $5,089+246.5% | $17,523+0.6% | $3,703+376.2% |