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 | $151,008 | $81,262+85.8% | $155,602-3.0% | $80,911+86.6% |
| Participation rate | 86.1% | 66.2%+19.9pp | 78.2%+7.9pp | 67.6%+18.5pp |
| Annual return | 16.53% | 33.34%-16.8pp | 64.81%-48.3pp | 35.63%-19.1pp |
| Employer contribution / active EE | $5,062 | $3,102+63.2% | $4,675+8.3% | $2,756+83.7% |
| Participant deferral / active EE | $5,568 | $3,451+61.3% | $5,629-1.1% | $4,297+29.6% |
| Admin fee / account holder | $5,476 | $7,992-31.5% | $15,923-65.6% | $6,935-21.0% |