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 | $146,019 | $106,749+36.8% | $145,433+0.4% | $82,448+77.1% |
| Participation rate | 76.6% | 75.6%+0.9pp | 82.1%-5.6pp | 68.1%+8.5pp |
| Annual return | 15.96% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,524 | $3,444+2.3% | $4,554-22.6% | $2,551+38.1% |
| Participant deferral / active EE | $8,539 | $6,519+31.0% | $7,897+8.1% | $4,139+106.3% |
| Admin fee / account holder | $3,927 | $8,390-53.2% | $13,129-70.1% | $7,234-45.7% |