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 | $144,780 | $78,015+85.6% | $178,505-18.9% | $80,959+78.8% |
| Participation rate | 87.2% | 65.7%+21.6pp | 77.1%+10.1pp | 67.7%+19.6pp |
| Annual return | 18.01% | 18.10%-0.1pp | 27.16%-9.1pp | 35.67%-17.7pp |
| Employer contribution / active EE | $6,352 | $2,281+178.4% | $3,955+60.6% | $2,757+130.4% |
| Participant deferral / active EE | $3,646 | $4,406-17.2% | $6,280-41.9% | $4,300-15.2% |
| Admin fee / account holder | $8,172 | $7,160+14.1% | $10,428-21.6% | $6,925+18.0% |