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 | $138,076 | $98,776+39.8% | $149,745-7.8% | $79,856+72.9% |
| Participation rate | 79.7% | 75.8%+3.9pp | 82.5%-2.8pp | 69.6%+10.1pp |
| Annual return | 15.39% | 27.38%-12.0pp | 276.72%-261.3pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,272 | $3,217-29.4% | $4,646-51.1% | $2,471-8.1% |
| Participant deferral / active EE | $6,588 | $5,681+16.0% | $6,843-3.7% | $3,741+76.1% |
| Admin fee / account holder | $5,306 | $6,053-12.3% | $9,312-43.0% | $5,3060% |