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 | $138,856 | $77,638+78.9% | $156,551-11.3% | $62,881+120.8% |
| Participation rate | 79.7% | 71.2%+8.5pp | 84.0%-4.4pp | 69.3%+10.4pp |
| Annual return | 7.05% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,072 | $3,444-39.8% | $5,501-62.3% | $2,281-9.2% |
| Participant deferral / active EE | $4,405 | $3,046+44.7% | $4,871-9.6% | $3,203+37.5% |
| Admin fee / account holder | $3,661 | $5,561-34.2% | $13,028-71.9% | $4,296-14.8% |