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 | $137,474 | $65,367+110.3% | $92,915+48.0% | $72,976+88.4% |
| Participation rate | 86.0% | 68.3%+17.7pp | 76.0%+10.0pp | 69.5%+16.5pp |
| Annual return | 21.39% | 42.11%-20.7pp | 109.45%-88.1pp | 81.02%-59.6pp |
| Employer contribution / active EE | $1,824 | $2,594-29.7% | $3,653-50.1% | $2,440-25.2% |
| Participant deferral / active EE | $4,718 | $3,128+50.8% | $4,238+11.3% | $3,608+30.8% |
| Admin fee / account holder | $9,586 | $4,251+125.5% | $5,796+65.4% | $5,124+87.1% |