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 | $148,591 | $97,125+53.0% | $86,233+72.3% | $137,256+8.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 14.15% | 74.19%-60.0pp | 61.39%-47.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,291 | $2,841-19.4% | $2,504-8.5% | $4,156-44.9% |
| Participant deferral / active EE | $4,932 | $5,180-4.8% | $4,559+8.2% | $6,407-23.0% |
| Admin fee / account holder | $3,596 | $9,725-63.0% | $8,342-56.9% | $12,270-70.7% |