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 | $143,715 | $81,476+76.4% | $102,383+40.4% | $80,925+77.6% |
| Participation rate | 76.2% | 66.8%+9.3pp | 74.5%+1.7pp | 67.7%+8.5pp |
| Annual return | 10.88% | 25.59%-14.7pp | 24.94%-14.1pp | 35.65%-24.8pp |
| Employer contribution / active EE | $3,334 | $3,105+7.4% | $3,870-13.9% | $2,756+20.9% |
| Participant deferral / active EE | $6,389 | $3,871+65.0% | $5,060+26.3% | $4,299+48.6% |
| Admin fee / account holder | $14,973 | $6,717+122.9% | $8,391+78.4% | $6,940+115.7% |