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 | $145,146 | $89,370+62.4% | $141,197+2.8% | $72,976+98.9% |
| Participation rate | 94.7% | 75.1%+19.6pp | 82.5%+12.3pp | 69.5%+25.2pp |
| Annual return | 22.73% | 111.88%-89.1pp | 71.41%-48.7pp | 81.02%-58.3pp |
| Employer contribution / active EE | $3,105 | $3,115-0.3% | $4,736-34.4% | $2,440+27.2% |
| Participant deferral / active EE | $7,745 | $5,419+42.9% | $6,710+15.4% | $3,608+114.7% |
| Admin fee / account holder | $5,267 | $5,957-11.6% | $10,265-48.7% | $5,124+2.8% |