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 | $119,994 | $103,966+15.4% | $112,899+6.3% | $75,173+59.6% |
| Participation rate | 80.0% | 75.7%+4.3pp | 80.5%-0.5pp | 67.2%+12.8pp |
| Annual return | 16.46% | 24.54%-8.1pp | 34.11%-17.7pp | 160.72%-144.3pp |
| Employer contribution / active EE | $3,005 | $3,870-22.4% | $4,566-34.2% | $2,671+12.5% |
| Participant deferral / active EE | $9,927 | $5,456+82.0% | $6,516+52.4% | $4,126+140.6% |
| Admin fee / account holder | $575 | $7,663-92.5% | $7,047-91.8% | $5,651-89.8% |