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 | $144,997 | $99,875+45.2% | $146,866-1.3% | $86,983+66.7% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.5%-1.0pp | 69.5%+11.9pp |
| Annual return | 18.12% | 28.10%-10.0pp | 102.85%-84.7pp | 25.83%-7.7pp |
| Employer contribution / active EE | $1,913 | $3,224-40.7% | $4,425-56.8% | $2,584-26.0% |
| Participant deferral / active EE | $6,752 | $6,322+6.8% | $7,759-13.0% | $4,194+61.0% |
| Admin fee / account holder | $5,622 | $7,838-28.3% | $13,620-58.7% | $7,856-28.4% |