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 | $149,780 | $106,749+40.3% | $145,433+3.0% | $82,448+81.7% |
| Participation rate | 97.8% | 75.6%+22.2pp | 82.1%+15.7pp | 68.1%+29.8pp |
| Annual return | 18.20% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $5,171 | $3,444+50.1% | $4,554+13.5% | $2,551+102.7% |
| Participant deferral / active EE | $12,091 | $6,519+85.5% | $7,897+53.1% | $4,139+192.1% |
| Admin fee / account holder | $1,697 | $8,390-79.8% | $13,129-87.1% | $7,234-76.5% |