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 | $151,235 | $93,617+61.5% | $135,982+11.2% | $75,177+101.2% |
| Participation rate | 98.3% | 75.2%+23.1pp | 81.9%+16.4pp | 67.2%+31.1pp |
| Annual return | 19.02% | 30.89%-11.9pp | 68.32%-49.3pp | 160.75%-141.7pp |
| Employer contribution / active EE | $3,983 | $3,538+12.6% | $4,859-18.0% | $2,671+49.1% |
| Participant deferral / active EE | $9,597 | $6,406+49.8% | $7,760+23.7% | $4,126+132.6% |
| Admin fee / account holder | $6,195 | $6,980-11.2% | $10,767-42.5% | $5,651+9.6% |