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 | $127,687 | $74,535+71.3% | $100,712+26.8% | $82,637+54.5% |
| Participation rate | 90.0% | 61.2%+28.8pp | 69.3%+20.7pp | 68.1%+21.9pp |
| Annual return | 18.88% | 18.92%0pp | 33.27%-14.4pp | 53.51%-34.6pp |
| Employer contribution / active EE | $2,999 | $1,503+99.6% | $2,313+29.7% | $2,552+17.5% |
| Participant deferral / active EE | $6,288 | $3,074+104.6% | $4,085+53.9% | $4,126+52.4% |
| Admin fee / account holder | $2,504 | $6,576-61.9% | $9,256-72.9% | $7,339-65.9% |