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 | $154,804 | $91,559+69.1% | $133,971+15.6% | $79,852+93.9% |
| Participation rate | 71.3% | 73.3%-2.1pp | 79.8%-8.6pp | 69.6%+1.6pp |
| Annual return | 28.54% | 61.85%-33.3pp | 45.09%-16.6pp | 31.72%-3.2pp |
| Employer contribution / active EE | $2,474 | $2,384+3.8% | $3,919-36.9% | $2,471+0.1% |
| Participant deferral / active EE | $5,057 | $3,734+35.4% | $5,047+0.2% | $3,740+35.2% |
| Admin fee / account holder | $50,018 | $6,321+691.3% | $8,929+460.2% | $5,306+842.6% |