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 | $151,128 | $215,361-29.8% | $171,082-11.7% | $273,972-44.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 5.00% | 25.14%-20.1pp | 32.56%-27.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,465 | $4,967-70.5% | $4,002-63.4% | $4,869-69.9% |
| Participant deferral / active EE | $2,357 | $5,543-57.5% | $4,797-50.9% | $5,287-55.4% |
| Admin fee / account holder | $47,541 | $10,846+338.3% | $8,520+458.0% | $10,133+369.2% |