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 | $144,249 | $76,371+88.9% | $93,621+54.1% | $72,975+97.7% |
| Participation rate | 88.5% | 71.8%+16.7pp | 75.8%+12.6pp | 69.5%+19.0pp |
| Annual return | 21.26% | 25.82%-4.6pp | 32.76%-11.5pp | 81.01%-59.8pp |
| Employer contribution / active EE | $2,193 | $2,276-3.6% | $2,719-19.3% | $2,440-10.1% |
| Participant deferral / active EE | $5,803 | $3,538+64.0% | $4,070+42.6% | $3,608+60.8% |
| Admin fee / account holder | $22,488 | $6,839+228.8% | $7,890+185.0% | $5,124+338.9% |