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 | $140,271 | $95,453+47.0% | $112,040+25.2% | $82,448+70.1% |
| Participation rate | 71.4% | 72.8%-1.3pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 13.02% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $3,076 | $2,318+32.7% | $2,954+4.1% | $2,551+20.6% |
| Participant deferral / active EE | $7,637 | $4,224+80.8% | $5,098+49.8% | $4,139+84.5% |
| Admin fee / account holder | $24,094 | $9,013+167.3% | $12,098+99.2% | $7,234+233.0% |