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 | $150,528 | $211,105-28.7% | $178,449-15.6% | $145,978+3.1% |
| Participation rate | 95.2% | 80.8%+14.5pp | 77.1%+18.1pp | 80.3%+14.9pp |
| Annual return | 13.47% | 30.19%-16.7pp | 27.09%-13.6pp | 550.52%-537.0pp |
| Employer contribution / active EE | $1,118 | $4,569-75.5% | $3,951-71.7% | $4,662-76.0% |
| Participant deferral / active EE | $5,608 | $6,959-19.4% | $6,277-10.6% | $6,690-16.2% |
| Admin fee / account holder | $1,901 | $12,017-84.2% | $10,362-81.7% | $13,400-85.8% |