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 | $147,556 | $86,949+69.7% | $102,460+44.0% | $80,959+82.3% |
| Participation rate | 84.1% | 72.4%+11.7pp | 76.5%+7.5pp | 67.7%+16.4pp |
| Annual return | 19.65% | 18.89%+0.8pp | 29.47%-9.8pp | 35.67%-16.0pp |
| Employer contribution / active EE | $1,461 | $2,370-38.4% | $3,025-51.7% | $2,757-47.0% |
| Participant deferral / active EE | $4,614 | $4,121+12.0% | $5,056-8.8% | $4,300+7.3% |
| Admin fee / account holder | $18,892 | $8,048+134.8% | $9,460+99.7% | $6,925+172.8% |