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 | $145,771 | $81,476+78.9% | $102,383+42.4% | $80,925+80.1% |
| Participation rate | 73.2% | 66.8%+6.4pp | 74.5%-1.3pp | 67.7%+5.5pp |
| Annual return | 16.15% | 25.59%-9.4pp | 24.94%-8.8pp | 35.65%-19.5pp |
| Employer contribution / active EE | $2,385 | $3,105-23.2% | $3,870-38.4% | $2,756-13.5% |
| Participant deferral / active EE | $9,575 | $3,871+147.3% | $5,060+89.2% | $4,299+122.7% |
| Admin fee / account holder | $4,762 | $6,717-29.1% | $8,391-43.2% | $6,940-31.4% |