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 | $146,716 | $76,564+91.6% | $105,582+39.0% | $94,015+56.1% |
| Participation rate | 92.3% | 65.2%+27.1pp | 71.8%+20.5pp | 70.8%+21.5pp |
| Annual return | 16.75% | 20.69%-3.9pp | 18.61%-1.9pp | 17.84%-1.1pp |
| Employer contribution / active EE | $3,235 | $1,995+62.1% | $2,984+8.4% | $2,790+15.9% |
| Participant deferral / active EE | $2,322 | $3,320-30.1% | $4,353-46.7% | $4,249-45.4% |
| Admin fee / account holder | $2,274 | $7,129-68.1% | $12,856-82.3% | $8,951-74.6% |