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 | $140,140 | $76,371+83.5% | $93,621+49.7% | $72,975+92.0% |
| Participation rate | 70.6% | 71.8%-1.2pp | 75.8%-5.2pp | 69.5%+1.1pp |
| Annual return | 22.45% | 25.82%-3.4pp | 32.76%-10.3pp | 81.01%-58.6pp |
| Employer contribution / active EE | $2,108 | $2,276-7.4% | $2,719-22.5% | $2,440-13.6% |
| Participant deferral / active EE | $6,759 | $3,538+91.0% | $4,070+66.1% | $3,608+87.3% |
| Admin fee / account holder | $1,428 | $6,839-79.1% | $7,890-81.9% | $5,124-72.1% |