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 | $129,679 | $77,896+66.5% | $134,172-3.3% | $82,448+57.3% |
| Participation rate | 88.9% | 62.8%+26.1pp | 72.5%+16.4pp | 68.1%+20.8pp |
| Annual return | 17.13% | 18.21%-1.1pp | 25.30%-8.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,834 | $2,159+77.5% | $3,420+12.1% | $2,551+50.3% |
| Participant deferral / active EE | $8,659 | $3,162+173.8% | $4,690+84.6% | $4,139+109.2% |
| Admin fee / account holder | $8,192 | $6,336+29.3% | $12,016-31.8% | $7,234+13.2% |