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 | $152,139 | $93,055+63.5% | $153,643-1.0% | $80,935+88.0% |
| Participation rate | 76.5% | 69.0%+7.5pp | 77.1%-0.6pp | 67.7%+8.8pp |
| Annual return | 14.29% | 19.97%-5.7pp | 15.71%-1.4pp | 35.66%-21.4pp |
| Employer contribution / active EE | $4,398 | $3,504+25.5% | $5,039-12.7% | $2,757+59.5% |
| Participant deferral / active EE | $9,003 | $5,172+74.1% | $6,754+33.3% | $4,299+109.4% |
| Admin fee / account holder | $6,793 | $8,881-23.5% | $12,739-46.7% | $6,924-1.9% |