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 | $142,909 | $76,407+87.0% | $150,298-4.9% | $82,448+73.3% |
| Participation rate | 96.7% | 66.4%+30.3pp | 77.8%+18.9pp | 68.1%+28.6pp |
| Annual return | 17.07% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $7,183 | $2,614+174.8% | $4,154+72.9% | $2,551+181.6% |
| Participant deferral / active EE | $4,148 | $3,214+29.0% | $5,453-23.9% | $4,139+0.2% |
| Admin fee / account holder | $3,790 | $6,352-40.3% | $14,116-73.2% | $7,234-47.6% |