Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $128,326 | $85,024+50.9% | $70,544+81.9% | $139,466-8.0% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.4%+17.4pp | 80.3%+5.4pp |
| Annual return | 18.15% | 30.39%-12.2pp | 32.79%-14.6pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,676 | $3,912-57.2% | $2,976-43.7% | $4,754-64.8% |
| Participant deferral / active EE | $9,545 | $5,891+62.0% | $4,568+108.9% | $6,712+42.2% |
| Admin fee / account holder | $319 | $8,928-96.4% | $6,427-95.0% | $11,409-97.2% |