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 | $143,969+6.9% | $199,883-23.0% | $82,637+86.2% |
| Participation rate | 94.4% | 84.1%+10.3pp | 86.8%+7.7pp | 68.1%+26.4pp |
| Annual return | 15.71% | 25.67%-10.0pp | 43.81%-28.1pp | 53.51%-37.8pp |
| Employer contribution / active EE | $7,695 | $4,632+66.1% | $6,261+22.9% | $2,552+201.5% |
| Participant deferral / active EE | $6,966 | $6,937+0.4% | $9,138-23.8% | $4,126+68.8% |
| Admin fee / account holder | $6,788 | $14,597-53.5% | $17,268-60.7% | $7,339-7.5% |