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 | $153,064 | $101,795+50.4% | $165,100-7.3% | $80,959+89.1% |
| Participation rate | 81.8% | 71.8%+10.0pp | 78.6%+3.2pp | 67.7%+14.2pp |
| Annual return | 15.25% | 16.73%-1.5pp | 70.21%-55.0pp | 35.67%-20.4pp |
| Employer contribution / active EE | $3,722 | $2,954+26.0% | $4,348-14.4% | $2,757+35.0% |
| Participant deferral / active EE | $7,283 | $4,476+62.7% | $6,035+20.7% | $4,300+69.4% |
| Admin fee / account holder | $7,367 | $8,221-10.4% | $12,696-42.0% | $6,925+6.4% |