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 | $140,978 | $95,383+47.8% | $185,837-24.1% | $85,856+64.2% |
| Participation rate | 79.1% | 68.8%+10.3pp | 81.7%-2.6pp | 69.3%+9.8pp |
| Annual return | 13.09% | 23.59%-10.5pp | 122.08%-109.0pp | 318.58%-305.5pp |
| Employer contribution / active EE | $4,471 | $3,313+34.9% | $5,168-13.5% | $2,565+74.3% |
| Participant deferral / active EE | $7,876 | $3,423+130.1% | $5,568+41.4% | $3,952+99.3% |
| Admin fee / account holder | $2,668 | $7,213-63.0% | $16,241-83.6% | $6,261-57.4% |