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 | $147,248 | $106,524+38.2% | $152,301-3.3% | $87,485+68.3% |
| Participation rate | 73.8% | 75.8%-2.0pp | 82.4%-8.7pp | 68.9%+4.8pp |
| Annual return | 20.75% | 26.89%-6.1pp | 80.50%-59.8pp | 26.06%-5.3pp |
| Employer contribution / active EE | $4,209 | $3,371+24.8% | $4,624-9.0% | $2,596+62.1% |
| Participant deferral / active EE | $10,456 | $6,525+60.2% | $8,004+30.6% | $4,274+144.7% |
| Admin fee / account holder | $19,008 | $8,287+129.4% | $14,398+32.0% | $7,775+144.5% |