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 | $183,405 | $138,385+32.5% | $184,243-0.5% | $80,925+126.6% |
| Participation rate | 98.6% | 83.9%+14.7pp | 86.8%+11.8pp | 67.7%+30.9pp |
| Annual return | 13.29% | 20.02%-6.7pp | 28.82%-15.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $5,109 | $4,851+5.3% | $6,427-20.5% | $2,756+85.3% |
| Participant deferral / active EE | $6,312 | $7,075-10.8% | $9,132-30.9% | $4,299+46.8% |
| Admin fee / account holder | $8,409 | $10,489-19.8% | $13,914-39.6% | $6,940+21.2% |