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 | $145,800 | $118,971+22.6% | $112,977+29.1% | $73,497+98.4% |
| Participation rate | 94.3% | 83.3%+11.0pp | 82.6%+11.8pp | 70.7%+23.7pp |
| Annual return | 16.04% | 17.79%-1.8pp | 24.24%-8.2pp | 28.51%-12.5pp |
| Employer contribution / active EE | $4,960 | $4,091+21.3% | $4,255+16.6% | $2,270+118.5% |
| Participant deferral / active EE | $8,324 | $6,133+35.7% | $5,836+42.6% | $3,740+122.6% |
| Admin fee / account holder | $7,765 | $573+1255.5% | $6,294+23.4% | $513+1413.4% |