Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $155,424 | $124,425+24.9% | $112,040+38.7% | $137,256+13.2% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.5%+18.5pp | 80.0%+15.0pp |
| Annual return | 15.24% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $7,137 | $3,411+109.2% | $2,954+141.6% | $4,156+71.7% |
| Participant deferral / active EE | $5,611 | $5,718-1.9% | $5,098+10.1% | $6,407-12.4% |
| Admin fee / account holder | $4,060 | $15,207-73.3% | $12,098-66.4% | $12,270-66.9% |