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 | $142,733 | $88,672+61.0% | $105,223+35.6% | $82,448+73.1% |
| Participation rate | 98.1% | 67.9%+30.2pp | 75.0%+23.1pp | 68.1%+30.0pp |
| Annual return | 16.95% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,056 | $3,048-32.5% | $3,689-44.2% | $2,551-19.4% |
| Participant deferral / active EE | $5,744 | $4,036+42.3% | $5,072+13.3% | $4,139+38.8% |
| Admin fee / account holder | $5,526 | $7,146-22.7% | $8,859-37.6% | $7,234-23.6% |