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 | $137,941 | $91,167+51.3% | $178,498-22.7% | $79,858+72.7% |
| Participation rate | 89.6% | 69.2%+20.4pp | 81.9%+7.7pp | 69.6%+19.9pp |
| Annual return | 15.48% | 24.19%-8.7pp | 151.09%-135.6pp | 31.72%-16.2pp |
| Employer contribution / active EE | $850 | $3,255-73.9% | $5,011-83.0% | $2,471-65.6% |
| Participant deferral / active EE | $5,016 | $3,236+55.0% | $5,202-3.6% | $3,740+34.1% |
| Admin fee / account holder | $3,213 | $6,747-52.4% | $13,985-77.0% | $5,306-39.5% |