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 | $127,126 | $77,908+63.2% | $149,696-15.1% | $75,173+69.1% |
| Participation rate | 96.7% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.5pp |
| Annual return | 20.20% | 31.73%-11.5pp | 134.46%-114.3pp | 160.72%-140.5pp |
| Employer contribution / active EE | $3,766 | $3,138+20.0% | $4,821-21.9% | $2,671+41.0% |
| Participant deferral / active EE | $6,879 | $3,411+101.7% | $5,682+21.1% | $4,126+66.7% |
| Admin fee / account holder | $1,951 | $5,950-67.2% | $13,212-85.2% | $5,651-65.5% |