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 | $136,804 | $106,864+28.0% | $147,318-7.1% | $82,637+65.5% |
| Participation rate | 94.6% | 75.5%+19.1pp | 82.1%+12.6pp | 68.1%+26.6pp |
| Annual return | 16.37% | 27.49%-11.1pp | 70.43%-54.1pp | 53.51%-37.1pp |
| Employer contribution / active EE | $2,295 | $3,417-32.8% | $4,593-50.0% | $2,552-10.1% |
| Participant deferral / active EE | $11,133 | $6,496+71.4% | $7,906+40.8% | $4,126+169.8% |
| Admin fee / account holder | $9,540 | $8,415+13.4% | $13,708-30.4% | $7,339+30.0% |