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 | $151,333 | $127,296+18.9% | $109,907+37.7% | $167,536-9.7% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.2%+3.6pp | 82.1%-4.3pp |
| Annual return | 10.53% | 22.97%-12.4pp | 29.46%-18.9pp | 478.82%-468.3pp |
| Employer contribution / active EE | $6,856 | $3,325+106.2% | $2,844+141.1% | $4,839+41.7% |
| Participant deferral / active EE | $5,695 | $4,513+26.2% | $4,047+40.7% | $6,342-10.2% |
| Admin fee / account holder | $6,794 | $7,119-4.6% | $6,069+11.9% | $12,315-44.8% |