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 | $147,004 | $171,272-14.2% | $127,803+15.0% | $152,909-3.9% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.0%+14.7pp | 82.5%+11.3pp |
| Annual return | 25.34% | 23.54%+1.8pp | 26.14%-0.8pp | 345.46%-320.1pp |
| Employer contribution / active EE | $6,411 | $5,451+17.6% | $4,576+40.1% | $4,764+34.6% |
| Participant deferral / active EE | $5,444 | $7,043-22.7% | $6,023-9.6% | $5,851-7.0% |
| Admin fee / account holder | $22,250 | $14,540+53.0% | $9,399+136.7% | $11,601+91.8% |