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 | $157,443 | $106,524+47.8% | $152,301+3.4% | $87,485+80.0% |
| Participation rate | 94.1% | 75.8%+18.4pp | 82.4%+11.7pp | 68.9%+25.2pp |
| Annual return | 20.61% | 26.89%-6.3pp | 80.50%-59.9pp | 26.06%-5.5pp |
| Employer contribution / active EE | $3,363 | $3,371-0.3% | $4,624-27.3% | $2,596+29.5% |
| Participant deferral / active EE | $8,245 | $6,525+26.4% | $8,004+3.0% | $4,274+92.9% |
| Admin fee / account holder | $19,394 | $8,287+134.0% | $14,398+34.7% | $7,775+149.4% |