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 | $147,032 | $125,797+16.9% | $170,043-13.5% | $75,173+95.6% |
| Participation rate | 90.9% | 83.6%+7.3pp | 87.0%+3.9pp | 67.2%+23.7pp |
| Annual return | 20.33% | 27.20%-6.9pp | 53.40%-33.1pp | 160.72%-140.4pp |
| Employer contribution / active EE | $7,149 | $4,616+54.9% | $6,790+5.3% | $2,671+167.7% |
| Participant deferral / active EE | $4,106 | $6,838-39.9% | $10,410-60.6% | $4,126-0.5% |
| Admin fee / account holder | $7,932 | $8,177-3.0% | $12,824-38.1% | $5,651+40.4% |