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 | $151,021 | $111,814+35.1% | $103,378+46.1% | $145,978+3.5% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+1.0pp |
| Annual return | 11.85% | 24.80%-12.9pp | 24.91%-13.1pp | 550.52%-538.7pp |
| Employer contribution / active EE | $3,823 | $4,215-9.3% | $3,870-1.2% | $4,662-18.0% |
| Participant deferral / active EE | $11,277 | $5,618+100.7% | $5,058+123.0% | $6,690+68.6% |
| Admin fee / account holder | $2,562 | $9,764-73.8% | $8,401-69.5% | $13,400-80.9% |