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 | $134,384 | $83,485+61.0% | $125,195+7.3% | $72,976+84.1% |
| Participation rate | 73.2% | 73.3%-0.1pp | 79.8%-6.6pp | 69.5%+3.7pp |
| Annual return | 18.62% | 25.77%-7.1pp | 43.79%-25.2pp | 81.02%-62.4pp |
| Employer contribution / active EE | $4,369 | $2,346+86.2% | $3,866+13.0% | $2,440+79.0% |
| Participant deferral / active EE | $8,143 | $3,586+127.1% | $4,937+64.9% | $3,608+125.7% |
| Admin fee / account holder | $10,047 | $5,518+82.1% | $9,704+3.5% | $5,124+96.1% |