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 | $152,686 | $135,956+12.3% | $123,894+23.2% | $273,972-44.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 8.64% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $2,630 | $5,170-49.1% | $4,617-43.0% | $4,869-46.0% |
| Participant deferral / active EE | $9,829 | $6,343+55.0% | $5,984+64.3% | $5,287+85.9% |
| Admin fee / account holder | $1,256 | $9,817-87.2% | $8,357-85.0% | $10,133-87.6% |