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 | $137,637 | $58,851+133.9% | $115,170+19.5% | $72,975+88.6% |
| Participation rate | 86.7% | 65.5%+21.1pp | 75.9%+10.8pp | 69.5%+17.2pp |
| Annual return | 18.71% | 23.16%-4.5pp | 35.60%-16.9pp | 81.01%-62.3pp |
| Employer contribution / active EE | $4,624 | $1,798+157.2% | $3,179+45.4% | $2,440+89.5% |
| Participant deferral / active EE | $2,510 | $2,643-5.0% | $4,169-39.8% | $3,608-30.4% |
| Admin fee / account holder | $2,864 | $6,370-55.0% | $7,089-59.6% | $5,124-44.1% |