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 | $148,601 | $93,598+58.8% | $135,974+9.3% | $75,173+97.7% |
| Participation rate | 80.7% | 75.2%+5.5pp | 81.9%-1.2pp | 67.2%+13.5pp |
| Annual return | 19.20% | 30.89%-11.7pp | 68.30%-49.1pp | 160.72%-141.5pp |
| Employer contribution / active EE | $3,965 | $3,538+12.1% | $4,859-18.4% | $2,671+48.4% |
| Participant deferral / active EE | $11,068 | $6,405+72.8% | $7,760+42.6% | $4,126+168.2% |
| Admin fee / account holder | $1,894 | $6,978-72.9% | $10,767-82.4% | $5,651-66.5% |