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 | $151,391 | $104,098+45.4% | $140,514+7.7% | $94,015+61.0% |
| Participation rate | 88.2% | 73.7%+14.5pp | 77.8%+10.4pp | 70.8%+17.4pp |
| Annual return | 13.20% | 15.14%-1.9pp | 14.36%-1.2pp | 17.84%-4.6pp |
| Employer contribution / active EE | $5,779 | $2,388+142.0% | $3,378+71.1% | $2,790+107.1% |
| Participant deferral / active EE | $5,257 | $4,033+30.3% | $4,919+6.9% | $4,249+23.7% |
| Admin fee / account holder | $6,418 | $10,439-38.5% | $13,697-53.1% | $8,951-28.3% |