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 | $138,691 | $64,462+115.1% | $81,482+70.2% | $80,911+71.4% |
| Participation rate | 81.7% | 63.9%+17.8pp | 69.5%+12.2pp | 67.6%+14.0pp |
| Annual return | 14.36% | 16.35%-2.0pp | 24.79%-10.4pp | 35.63%-21.3pp |
| Employer contribution / active EE | $9,194 | $1,979+364.6% | $2,463+273.3% | $2,756+233.6% |
| Participant deferral / active EE | $8,104 | $3,094+161.9% | $3,885+108.6% | $4,297+88.6% |
| Admin fee / account holder | $1,199 | $5,678-78.9% | $5,761-79.2% | $6,935-82.7% |