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 | $146,280 | $97,550+50.0% | $120,344+21.6% | $87,485+67.2% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.7%+20.8pp | 68.9%+28.6pp |
| Annual return | 18.20% | 18.41%-0.2pp | 20.30%-2.1pp | 26.06%-7.9pp |
| Employer contribution / active EE | $6,328 | $2,291+176.3% | $3,020+109.5% | $2,596+143.8% |
| Participant deferral / active EE | $9,751 | $4,230+130.5% | $5,135+89.9% | $4,274+128.2% |
| Admin fee / account holder | $14,582 | $9,543+52.8% | $12,742+14.4% | $7,775+87.6% |