Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $141,209 | $95,084+48.5% | $140,514+0.5% | $69,733+102.5% |
| Participation rate | 76.2% | 68.7%+7.5pp | 77.8%-1.6pp | 62.5%+13.8pp |
| Annual return | 13.39% | 18.56%-5.2pp | 14.36%-1.0pp | 15.22%-1.8pp |
| Employer contribution / active EE | $5,835 | $2,405+142.6% | $3,378+72.7% | $2,250+159.3% |
| Participant deferral / active EE | $13,243 | $3,868+242.4% | $4,919+169.2% | $3,054+333.6% |
| Admin fee / account holder | $9,569 | $4,885+95.9% | $13,697-30.1% | $3,102+208.5% |