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 | $132,836 | $61,390+116.4% | $112,228+18.4% | $75,177+76.7% |
| Participation rate | 95.0% | 61.6%+33.4pp | 72.4%+22.6pp | 67.2%+27.8pp |
| Annual return | 17.15% | 28.47%-11.3pp | 30.23%-13.1pp | 160.75%-143.6pp |
| Employer contribution / active EE | $10,941 | $2,015+443.1% | $3,432+218.8% | $2,671+309.6% |
| Participant deferral / active EE | $2,814 | $3,108-9.5% | $4,800-41.4% | $4,126-31.8% |
| Admin fee / account holder | $5,675 | $4,862+16.7% | $7,752-26.8% | $5,651+0.4% |