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 | $158,559 | $135,956+16.6% | $123,894+28.0% | $273,972-42.1% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 9.60% | 56.63%-47.0pp | 47.52%-37.9pp | 41.46%-31.9pp |
| Employer contribution / active EE | $4,824 | $5,170-6.7% | $4,617+4.5% | $4,869-0.9% |
| Participant deferral / active EE | $11,892 | $6,343+87.5% | $5,984+98.7% | $5,287+124.9% |
| Admin fee / account holder | $9,647 | $9,817-1.7% | $8,357+15.4% | $10,133-4.8% |