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 | $89,259+59.9% | $107,187+33.2% | $82,637+72.7% |
| Participation rate | 98.1% | 67.9%+30.2pp | 75.0%+23.1pp | 68.1%+30.1pp |
| Annual return | 16.95% | 21.02%-4.1pp | 204.55%-187.6pp | 53.51%-36.6pp |
| Employer contribution / active EE | $2,056 | $3,080-33.2% | $3,782-45.6% | $2,552-19.4% |
| Participant deferral / active EE | $5,744 | $4,037+42.3% | $5,096+12.7% | $4,126+39.2% |
| Admin fee / account holder | $5,526 | $7,381-25.1% | $9,162-39.7% | $7,339-24.7% |