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 | $146,588 | $101,795+44.0% | $165,100-11.2% | $80,959+81.1% |
| Participation rate | 88.6% | 71.8%+16.7pp | 78.6%+9.9pp | 67.7%+20.9pp |
| Annual return | 11.41% | 16.73%-5.3pp | 70.21%-58.8pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,377 | $2,954-19.5% | $4,348-45.3% | $2,757-13.8% |
| Participant deferral / active EE | $6,062 | $4,476+35.4% | $6,035+0.4% | $4,300+41.0% |
| Admin fee / account holder | $7,752 | $8,221-5.7% | $12,696-38.9% | $6,925+11.9% |