Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $130,182 | $77,574+67.8% | $108,753+19.7% | $86,983+49.7% |
| Participation rate | 91.7% | 62.3%+29.4pp | 71.1%+20.6pp | 69.5%+22.1pp |
| Annual return | 14.36% | 18.42%-4.1pp | 37.47%-23.1pp | 25.83%-11.5pp |
| Employer contribution / active EE | $3,653 | $1,611+126.8% | $2,427+50.6% | $2,584+41.4% |
| Participant deferral / active EE | $7,946 | $3,128+154.0% | $4,115+93.1% | $4,194+89.5% |
| Admin fee / account holder | $3,699 | $6,529-43.3% | $10,320-64.2% | $7,856-52.9% |