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 | $154,923 | $97,550+58.8% | $120,344+28.7% | $87,485+77.1% |
| Participation rate | 78.2% | 72.8%+5.4pp | 76.7%+1.5pp | 68.9%+9.3pp |
| Annual return | 17.36% | 18.41%-1.1pp | 20.30%-2.9pp | 26.06%-8.7pp |
| Employer contribution / active EE | $1,412 | $2,291-38.4% | $3,020-53.3% | $2,596-45.6% |
| Participant deferral / active EE | $5,110 | $4,230+20.8% | $5,135-0.5% | $4,274+19.6% |
| Admin fee / account holder | $77,993 | $9,543+717.3% | $12,742+512.1% | $7,775+903.2% |