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 | $141,008 | $101,618+38.8% | $93,063+51.5% | $137,256+2.7% |
| Participation rate | 71.4% | 74.9%-3.5pp | 72.1%-0.7pp | 80.0%-8.5pp |
| Annual return | 14.95% | 223.95%-209.0pp | 34.15%-19.2pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,709 | $2,707-36.9% | $2,476-31.0% | $4,156-58.9% |
| Participant deferral / active EE | $3,682 | $4,279-13.9% | $3,958-7.0% | $6,407-42.5% |
| Admin fee / account holder | $875 | $6,198-85.9% | $6,033-85.5% | $12,270-92.9% |