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 | $144,844 | $111,814+29.5% | $103,378+40.1% | $145,978-0.8% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.2pp |
| Annual return | 26.20% | 24.80%+1.4pp | 24.91%+1.3pp | 550.52%-524.3pp |
| Employer contribution / active EE | $13,046 | $4,215+209.5% | $3,870+237.1% | $4,662+179.9% |
| Participant deferral / active EE | $5,716 | $5,618+1.8% | $5,058+13.0% | $6,690-14.5% |
| Admin fee / account holder | $18,733 | $9,764+91.9% | $8,401+123.0% | $13,400+39.8% |