Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $153,854 | $146,267+5.2% | $197,124-22.0% | $82,448+86.6% |
| Participation rate | 94.4% | 84.0%+10.4pp | 86.7%+7.7pp | 68.1%+26.4pp |
| Annual return | 15.71% | 29.61%-13.9pp | 44.34%-28.6pp | 41.64%-25.9pp |
| Employer contribution / active EE | $7,695 | $4,723+62.9% | $6,227+23.6% | $2,551+201.6% |
| Participant deferral / active EE | $6,966 | $7,035-1.0% | $9,135-23.7% | $4,139+68.3% |
| Admin fee / account holder | $6,788 | $14,422-52.9% | $16,298-58.4% | $7,234-6.2% |