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 | $147,853 | $80,983+82.6% | $96,544+53.1% | $75,177+96.7% |
| Participation rate | 84.7% | 71.8%+12.9pp | 76.0%+8.7pp | 67.2%+17.5pp |
| Annual return | 15.69% | 27.05%-11.4pp | 25.88%-10.2pp | 160.75%-145.1pp |
| Employer contribution / active EE | $3,755 | $2,282+64.5% | $2,966+26.6% | $2,671+40.6% |
| Participant deferral / active EE | $5,065 | $3,929+28.9% | $4,851+4.4% | $4,126+22.7% |
| Admin fee / account holder | $4,872 | $6,717-27.5% | $8,254-41.0% | $5,651-13.8% |