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 | $142,727 | $83,485+71.0% | $125,180+14.0% | $72,983+95.6% |
| Participation rate | 79.2% | 73.3%+5.9pp | 79.8%-0.6pp | 69.5%+9.7pp |
| Annual return | 21.52% | 25.78%-4.3pp | 43.79%-22.3pp | 81.01%-59.5pp |
| Employer contribution / active EE | $2,403 | $2,346+2.5% | $3,866-37.8% | $2,440-1.5% |
| Participant deferral / active EE | $7,815 | $3,586+118.0% | $4,937+58.3% | $3,608+116.6% |
| Admin fee / account holder | $7,688 | $5,518+39.3% | $9,703-20.8% | $5,124+50.0% |