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 | $144,815 | $106,749+35.7% | $145,433-0.4% | $82,448+75.6% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.1%+15.3pp | 68.1%+29.3pp |
| Annual return | 16.19% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,077 | $3,444-10.7% | $4,554-32.4% | $2,551+20.6% |
| Participant deferral / active EE | $12,304 | $6,519+88.7% | $7,897+55.8% | $4,139+197.2% |
| Admin fee / account holder | $20,913 | $8,390+149.3% | $13,129+59.3% | $7,234+189.1% |