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 | $140,239 | $110,137+27.3% | $161,149-13.0% | $82,637+69.7% |
| Participation rate | 86.0% | 72.4%+13.7pp | 78.8%+7.2pp | 68.1%+18.0pp |
| Annual return | 13.07% | 20.69%-7.6pp | 21.16%-8.1pp | 53.51%-40.4pp |
| Employer contribution / active EE | $6,570 | $2,856+130.0% | $4,360+50.7% | $2,552+157.4% |
| Participant deferral / active EE | $3,356 | $4,575-26.6% | $6,153-45.5% | $4,126-18.7% |
| Admin fee / account holder | $1,666 | $9,467-82.4% | $15,194-89.0% | $7,339-77.3% |