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 | $142,318 | $78,015+82.4% | $178,505-20.3% | $80,959+75.8% |
| Participation rate | 92.5% | 65.7%+26.8pp | 77.1%+15.4pp | 67.7%+24.8pp |
| Annual return | 13.57% | 18.10%-4.5pp | 27.16%-13.6pp | 35.67%-22.1pp |
| Employer contribution / active EE | $4,607 | $2,281+101.9% | $3,955+16.5% | $2,757+67.1% |
| Participant deferral / active EE | $5,505 | $4,406+24.9% | $6,280-12.4% | $4,300+28.0% |
| Admin fee / account holder | $23,707 | $7,160+231.1% | $10,428+127.3% | $6,925+242.3% |