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 | $145,306 | $67,602+114.9% | $82,312+76.5% | $70,126+107.2% |
| Participation rate | 87.9% | 72.8%+15.2pp | 76.9%+11.0pp | 69.5%+18.4pp |
| Annual return | 20.85% | 21.57%-0.7pp | 25.88%-5.0pp | 73.15%-52.3pp |
| Employer contribution / active EE | $1,043 | $1,755-40.6% | $2,428-57.1% | $2,343-55.5% |
| Participant deferral / active EE | $4,514 | $2,987+51.1% | $3,706+21.8% | $3,332+35.5% |
| Admin fee / account holder | $16,266 | $4,512+260.5% | $5,608+190.1% | $4,645+250.1% |