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 | $154,477 | $106,524+45.0% | $152,301+1.4% | $87,485+76.6% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.4%-3.9pp | 68.9%+9.6pp |
| Annual return | 17.36% | 26.89%-9.5pp | 80.50%-63.1pp | 26.06%-8.7pp |
| Employer contribution / active EE | $4,823 | $3,371+43.1% | $4,624+4.3% | $2,596+85.8% |
| Participant deferral / active EE | $13,294 | $6,525+103.7% | $8,004+66.1% | $4,274+211.1% |
| Admin fee / account holder | $12,428 | $8,287+50.0% | $14,398-13.7% | $7,775+59.9% |