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 | $121,265 | $88,672+36.8% | $105,223+15.2% | $82,448+47.1% |
| Participation rate | 97.0% | 67.9%+29.0pp | 75.0%+21.9pp | 68.1%+28.9pp |
| Annual return | 18.15% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,577 | $3,048-15.4% | $3,689-30.1% | $2,551+1.0% |
| Participant deferral / active EE | $3,915 | $4,036-3.0% | $5,072-22.8% | $4,139-5.4% |
| Admin fee / account holder | $695 | $7,146-90.3% | $8,859-92.2% | $7,234-90.4% |