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 | $147,473 | $86,922+69.7% | $102,438+44.0% | $80,874+82.3% |
| Participation rate | 89.2% | 72.4%+16.8pp | 76.5%+12.7pp | 67.6%+21.5pp |
| Annual return | 14.75% | 18.90%-4.1pp | 29.37%-14.6pp | 35.62%-20.9pp |
| Employer contribution / active EE | $3,275 | $2,369+38.2% | $3,024+8.3% | $2,756+18.8% |
| Participant deferral / active EE | $7,485 | $4,119+81.7% | $5,054+48.1% | $4,297+74.2% |
| Admin fee / account holder | $3,616 | $8,050-55.1% | $9,448-61.7% | $6,935-47.9% |