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 | $150,543 | $121,719+23.7% | $210,053-28.3% | $116,462+29.3% |
| Participation rate | 94.6% | 76.0%+18.7pp | 80.8%+13.9pp | 74.7%+20.0pp |
| Annual return | 12.49% | 14.29%-1.8pp | 232.76%-220.3pp | 15.65%-3.2pp |
| Employer contribution / active EE | $2,370 | $2,386-0.7% | $4,521-47.6% | $3,231-26.7% |
| Participant deferral / active EE | $4,870 | $3,917+24.3% | $4,238+14.9% | $3,836+26.9% |
| Admin fee / account holder | $1,782 | $13,730-87.0% | $16,990-89.5% | $12,754-86.0% |