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 | $134,690 | $81,331+65.6% | $155,534-13.4% | $80,935+66.4% |
| Participation rate | 71.4% | 66.3%+5.2pp | 78.2%-6.8pp | 67.7%+3.8pp |
| Annual return | 13.04% | 33.37%-20.3pp | 64.92%-51.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,595 | $3,105-48.6% | $4,675-65.9% | $2,757-42.1% |
| Participant deferral / active EE | $4,664 | $3,454+35.0% | $5,630-17.2% | $4,299+8.5% |
| Admin fee / account holder | $10,849 | $7,999+35.6% | $15,900-31.8% | $6,924+56.7% |