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 | $147,835 | $110,212+34.1% | $96,534+53.1% | $139,466+6.0% |
| Participation rate | 95.7% | 78.1%+17.5pp | 76.0%+19.7pp | 80.3%+15.3pp |
| Annual return | 13.98% | 26.42%-12.4pp | 25.88%-11.9pp | 373.66%-359.7pp |
| Employer contribution / active EE | $12,901 | $3,620+256.4% | $2,965+335.0% | $4,754+171.4% |
| Participant deferral / active EE | $3,739 | $5,547-32.6% | $4,851-22.9% | $6,712-44.3% |
| Admin fee / account holder | $9,500 | $11,599-18.1% | $8,253+15.1% | $11,409-16.7% |