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 | $150,007 | $78,670+90.7% | $109,173+37.4% | $85,847+74.7% |
| Participation rate | 83.0% | 68.3%+14.7pp | 75.9%+7.1pp | 69.3%+13.7pp |
| Annual return | 14.32% | 25.09%-10.8pp | 25.75%-11.4pp | 318.61%-304.3pp |
| Employer contribution / active EE | $1,064 | $2,734-61.1% | $3,723-71.4% | $2,565-58.5% |
| Participant deferral / active EE | $5,998 | $3,467+73.0% | $4,654+28.9% | $3,952+51.8% |
| Admin fee / account holder | $1,750 | $5,469-68.0% | $6,755-74.1% | $6,261-72.0% |