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 | $150,515 | $57,065+163.8% | $75,670+98.9% | $70,131+114.6% |
| Participation rate | 78.4% | 68.1%+10.3pp | 72.3%+6.1pp | 69.5%+8.9pp |
| Annual return | 13.62% | 23.57%-9.9pp | 27.34%-13.7pp | 73.14%-59.5pp |
| Employer contribution / active EE | $5,219 | $1,817+187.3% | $2,352+121.9% | $2,342+122.8% |
| Participant deferral / active EE | $4,102 | $2,580+59.0% | $3,142+30.5% | $3,332+23.1% |
| Admin fee / account holder | $4,162 | $3,825+8.8% | $5,800-28.2% | $4,645-10.4% |