Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $150,445 | $76,407+96.9% | $150,298+0.1% | $82,448+82.5% |
| Participation rate | 74.2% | 66.4%+7.8pp | 77.8%-3.6pp | 68.1%+6.1pp |
| Annual return | 16.01% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,651 | $2,614+1.4% | $4,154-36.2% | $2,551+3.9% |
| Participant deferral / active EE | $5,827 | $3,214+81.3% | $5,453+6.9% | $4,139+40.8% |
| Admin fee / account holder | $1,280 | $6,352-79.8% | $14,116-90.9% | $7,234-82.3% |