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 | $140,432 | $126,519+11.0% | $106,201+32.2% | $145,959-3.8% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 13.54% | 225.10%-211.6pp | 116.26%-102.7pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,244 | $3,726-39.8% | $3,170-29.2% | $4,661-51.9% |
| Participant deferral / active EE | $6,053 | $5,716+5.9% | $5,012+20.8% | $6,689-9.5% |
| Admin fee / account holder | $2,792 | $17,312-83.9% | $11,039-74.7% | $13,398-79.2% |