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 | $139,188 | $108,825+27.9% | $156,181-10.9% | $82,448+68.8% |
| Participation rate | 98.7% | 72.4%+26.3pp | 78.8%+19.8pp | 68.1%+30.6pp |
| Annual return | 14.31% | 20.59%-6.3pp | 64.87%-50.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,699 | $2,870-5.9% | $4,294-37.1% | $2,551+5.8% |
| Participant deferral / active EE | $5,456 | $4,577+19.2% | $6,132-11.0% | $4,139+31.8% |
| Admin fee / account holder | $33,706 | $9,341+260.9% | $14,586+131.1% | $7,234+365.9% |