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 | $143,237 | $79,894+79.3% | $135,792+5.5% | $82,637+73.3% |
| Participation rate | 83.7% | 63.0%+20.7pp | 72.6%+11.1pp | 68.1%+15.7pp |
| Annual return | 14.59% | 17.20%-2.6pp | 25.96%-11.4pp | 53.51%-38.9pp |
| Employer contribution / active EE | $2,654 | $2,165+22.6% | $3,496-24.1% | $2,552+4.0% |
| Participant deferral / active EE | $4,578 | $3,194+43.3% | $4,759-3.8% | $4,126+10.9% |
| Admin fee / account holder | $21,666 | $6,434+236.7% | $12,266+76.6% | $7,339+195.2% |