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 | $148,669 | $81,331+82.8% | $155,534-4.4% | $80,935+83.7% |
| Participation rate | 94.4% | 66.3%+28.2pp | 78.2%+16.2pp | 67.7%+26.8pp |
| Annual return | 13.99% | 33.37%-19.4pp | 64.92%-50.9pp | 35.66%-21.7pp |
| Employer contribution / active EE | $3,089 | $3,105-0.5% | $4,675-33.9% | $2,757+12.1% |
| Participant deferral / active EE | $8,665 | $3,454+150.8% | $5,630+53.9% | $4,299+101.5% |
| Admin fee / account holder | $104,650 | $7,999+1208.3% | $15,900+558.2% | $6,924+1411.3% |