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 | $136,358 | $78,707+73.2% | $117,861+15.7% | $70,126+94.4% |
| Participation rate | 75.0% | 73.2%+1.8pp | 79.7%-4.7pp | 69.5%+5.5pp |
| Annual return | 14.96% | 23.30%-8.3pp | 335.11%-320.1pp | 73.15%-58.2pp |
| Employer contribution / active EE | $2,460 | $2,223+10.6% | $3,786-35.0% | $2,343+5.0% |
| Participant deferral / active EE | $3,900 | $3,297+18.3% | $4,482-13.0% | $3,332+17.1% |
| Admin fee / account holder | $6,126 | $5,066+20.9% | $8,021-23.6% | $4,645+31.9% |