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 | $146,223 | $57,073+156.2% | $85,126+71.8% | $80,925+80.7% |
| Participation rate | 81.8% | 56.4%+25.4pp | 67.5%+14.3pp | 67.7%+14.2pp |
| Annual return | 11.99% | 21.69%-9.7pp | 66.63%-54.6pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,963 | $1,801+9.0% | $2,731-28.1% | $2,756-28.8% |
| Participant deferral / active EE | $5,627 | $3,113+80.7% | $4,523+24.4% | $4,299+30.9% |
| Admin fee / account holder | $22,547 | $4,988+352.1% | $6,160+266.0% | $6,940+224.9% |