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 | $137,906 | $77,817+77.2% | $123,553+11.6% | $64,173+114.9% |
| Participation rate | 95.9% | 74.7%+21.2pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | 10.75% | 12.49%-1.7pp | 119.21%-108.5pp | 7.63%+3.1pp |
| Employer contribution / active EE | $2,328 | $3,014-22.8% | $4,628-49.7% | $2,381-2.2% |
| Participant deferral / active EE | $7,111 | $5,240+35.7% | $6,426+10.7% | $3,470+104.9% |
| Admin fee / account holder | $2,241 | $5,519-59.4% | $9,284-75.9% | $4,887-54.1% |