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 | $135,264 | $88,672+52.5% | $105,223+28.5% | $82,448+64.1% |
| Participation rate | 75.9% | 67.9%+7.9pp | 75.0%+0.8pp | 68.1%+7.8pp |
| Annual return | 18.41% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $3,135 | $3,048+2.9% | $3,689-15.0% | $2,551+22.9% |
| Participant deferral / active EE | $10,278 | $4,036+154.7% | $5,072+102.7% | $4,139+148.3% |
| Admin fee / account holder | $9,390 | $7,146+31.4% | $8,859+6.0% | $7,234+29.8% |