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 | $127,984 | $89,364+43.2% | $141,177-9.3% | $72,983+75.4% |
| Participation rate | 84.8% | 75.1%+9.7pp | 82.5%+2.4pp | 69.5%+15.4pp |
| Annual return | 27.50% | 111.86%-84.4pp | 71.40%-43.9pp | 81.01%-53.5pp |
| Employer contribution / active EE | $1,095 | $3,115-64.8% | $4,736-76.9% | $2,440-55.1% |
| Participant deferral / active EE | $4,055 | $5,419-25.2% | $6,710-39.6% | $3,608+12.4% |
| Admin fee / account holder | $13,136 | $5,959+120.4% | $10,263+28.0% | $5,124+156.4% |