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 | $157,406 | $138,385+13.7% | $184,243-14.6% | $80,925+94.5% |
| Participation rate | 88.7% | 83.9%+4.8pp | 86.8%+1.9pp | 67.7%+21.0pp |
| Annual return | 14.68% | 20.02%-5.3pp | 28.82%-14.1pp | 35.65%-21.0pp |
| Employer contribution / active EE | $5,102 | $4,851+5.2% | $6,427-20.6% | $2,756+85.1% |
| Participant deferral / active EE | $5,480 | $7,075-22.5% | $9,132-40.0% | $4,299+27.5% |
| Admin fee / account holder | $21,318 | $10,489+103.2% | $13,914+53.2% | $6,940+207.2% |