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 | $142,355 | $109,620+29.9% | $148,496-4.1% | $94,015+51.4% |
| Participation rate | 96.2% | 71.3%+25.0pp | 76.0%+20.2pp | 70.8%+25.4pp |
| Annual return | 12.67% | 17.54%-4.9pp | 12.33%+0.3pp | 17.84%-5.2pp |
| Employer contribution / active EE | $7,054 | $2,618+169.5% | $3,497+101.7% | $2,790+152.8% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $8,140 | $10,050-19.0% | $19,547-58.4% | $8,951-9.1% |