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 | $128,108 | $88,672+44.5% | $105,223+21.7% | $82,448+55.4% |
| Participation rate | 87.3% | 67.9%+19.3pp | 75.0%+12.2pp | 68.1%+19.2pp |
| Annual return | 14.07% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,843 | $3,048-39.5% | $3,689-50.0% | $2,551-27.8% |
| Participant deferral / active EE | $9,314 | $4,036+130.8% | $5,072+83.6% | $4,139+125.0% |
| Admin fee / account holder | $23,672 | $7,146+231.3% | $8,859+167.2% | $7,234+227.2% |