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 | $142,291 | $123,155+15.5% | $108,753+30.8% | $155,188-8.3% |
| Participation rate | 75.0% | 75.6%-0.6pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 14.96% | 44.73%-29.8pp | 37.47%-22.5pp | 148.84%-133.9pp |
| Employer contribution / active EE | $854 | $2,811-69.6% | $2,427-64.8% | $4,248-79.9% |
| Participant deferral / active EE | $1,258 | $4,623-72.8% | $4,115-69.4% | $6,531-80.7% |
| Admin fee / account holder | $2,150 | $12,126-82.3% | $10,320-79.2% | $14,480-85.1% |