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 | $152,089 | $138,385+9.9% | $184,243-17.5% | $80,925+87.9% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.2pp | 67.7%+24.3pp |
| Annual return | 15.71% | 20.02%-4.3pp | 28.82%-13.1pp | 35.65%-19.9pp |
| Employer contribution / active EE | $2,860 | $4,851-41.0% | $6,427-55.5% | $2,756+3.8% |
| Participant deferral / active EE | $10,161 | $7,075+43.6% | $9,132+11.3% | $4,299+136.4% |
| Admin fee / account holder | $628 | $10,489-94.0% | $13,914-95.5% | $6,940-90.9% |