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 | $138,588 | $110,240+25.7% | $96,544+43.5% | $139,487-0.6% |
| Participation rate | 91.7% | 78.1%+13.5pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 16.51% | 26.41%-9.9pp | 25.88%-9.4pp | 373.84%-357.3pp |
| Employer contribution / active EE | $2,172 | $3,622-40.0% | $2,966-26.8% | $4,755-54.3% |
| Participant deferral / active EE | $5,196 | $5,549-6.4% | $4,851+7.1% | $6,713-22.6% |
| Admin fee / account holder | $1,860 | $11,602-84.0% | $8,254-77.5% | $11,407-83.7% |