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 | $135,902 | $108,825+24.9% | $156,181-13.0% | $82,448+64.8% |
| Participation rate | 78.6% | 72.4%+6.2pp | 78.8%-0.3pp | 68.1%+10.5pp |
| Annual return | 14.65% | 20.59%-5.9pp | 64.87%-50.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,023 | $4,577+53.4% | $6,132+14.5% | $4,139+69.7% |
| Admin fee / account holder | $26,237 | $9,341+180.9% | $14,586+79.9% | $7,234+262.7% |