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 | $129,817 | $39,132+231.7% | $57,196+127.0% | $62,881+106.4% |
| Participation rate | 79.5% | 70.5%+9.1pp | 75.3%+4.2pp | 69.3%+10.2pp |
| Annual return | 7.74% | 9.24%-1.5pp | 14.59%-6.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,064 | $1,874-43.2% | $2,683-60.4% | $2,281-53.4% |
| Participant deferral / active EE | $6,050 | $2,374+154.8% | $3,096+95.4% | $3,203+88.9% |
| Admin fee / account holder | $22,080 | $2,594+751.2% | $3,141+603.0% | $4,296+414.0% |