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 | $148,277 | $81,446+82.1% | $103,374+43.4% | $80,874+83.3% |
| Participation rate | 92.3% | 66.9%+25.5pp | 74.5%+17.8pp | 67.6%+24.7pp |
| Annual return | 11.96% | 25.57%-13.6pp | 24.89%-12.9pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,066 | $3,107-65.7% | $3,869-72.4% | $2,756-61.3% |
| Participant deferral / active EE | $9,500 | $3,870+145.5% | $5,058+87.8% | $4,297+121.1% |
| Admin fee / account holder | $10,966 | $6,715+63.3% | $8,394+30.6% | $6,935+58.1% |