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 | $147,528 | $106,864+38.1% | $147,318+0.1% | $82,637+78.5% |
| Participation rate | 93.8% | 75.5%+18.2pp | 82.1%+11.7pp | 68.1%+25.7pp |
| Annual return | 18.68% | 27.49%-8.8pp | 70.43%-51.8pp | 53.51%-34.8pp |
| Employer contribution / active EE | $2,887 | $3,417-15.5% | $4,593-37.1% | $2,552+13.1% |
| Participant deferral / active EE | $7,231 | $6,496+11.3% | $7,906-8.5% | $4,126+75.3% |
| Admin fee / account holder | $7,397 | $8,415-12.1% | $13,708-46.0% | $7,339+0.8% |