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 | $137,801 | $76,407+80.4% | $150,298-8.3% | $82,448+67.1% |
| Participation rate | 85.7% | 66.4%+19.3pp | 77.8%+8.0pp | 68.1%+17.6pp |
| Annual return | 17.71% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,968 | $2,614-24.7% | $4,154-52.6% | $2,551-22.9% |
| Participant deferral / active EE | $3,467 | $3,214+7.9% | $5,453-36.4% | $4,139-16.2% |
| Admin fee / account holder | $50,454 | $6,352+694.3% | $14,116+257.4% | $7,234+597.4% |