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 | $128,659 | $78,670+63.5% | $109,173+17.8% | $85,847+49.9% |
| Participation rate | 80.0% | 68.3%+11.7pp | 75.9%+4.1pp | 69.3%+10.7pp |
| Annual return | 13.56% | 25.09%-11.5pp | 25.75%-12.2pp | 318.61%-305.1pp |
| Employer contribution / active EE | $2,321 | $2,734-15.1% | $3,723-37.7% | $2,565-9.5% |
| Participant deferral / active EE | $4,266 | $3,467+23.0% | $4,654-8.3% | $3,952+7.9% |
| Admin fee / account holder | $3,997 | $5,469-26.9% | $6,755-40.8% | $6,261-36.2% |