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 | $141,186 | $98,547+43.3% | $216,567-34.8% | $69,733+102.5% |
| Participation rate | 99.0% | 68.4%+30.7pp | 81.6%+17.4pp | 62.5%+36.6pp |
| Annual return | 15.20% | 14.25%+1.0pp | 12.94%+2.3pp | 15.22%0pp |
| Employer contribution / active EE | $3,007 | $2,660+13.1% | $5,216-42.3% | $2,250+33.6% |
| Participant deferral / active EE | $8,663 | $3,496+147.8% | $6,191+39.9% | $3,054+183.6% |
| Admin fee / account holder | $17,632 | $4,094+330.7% | $21,981-19.8% | $3,102+468.4% |