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 | $150,923 | $135,956+11.0% | $123,894+21.8% | $273,972-44.9% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 6.85% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $5,191 | $5,170+0.4% | $4,617+12.4% | $4,869+6.6% |
| Participant deferral / active EE | $10,213 | $6,343+61.0% | $5,984+70.7% | $5,287+93.2% |
| Admin fee / account holder | $1,214 | $9,817-87.6% | $8,357-85.5% | $10,133-88.0% |