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 | $145,023 | $81,457+78.0% | $103,378+40.3% | $80,911+79.2% |
| Participation rate | 81.5% | 66.8%+14.7pp | 74.5%+7.0pp | 67.6%+13.9pp |
| Annual return | 14.26% | 25.58%-11.3pp | 24.91%-10.7pp | 35.63%-21.4pp |
| Employer contribution / active EE | $2,799 | $3,107-9.9% | $3,870-27.7% | $2,756+1.6% |
| Participant deferral / active EE | $6,529 | $3,871+68.7% | $5,058+29.1% | $4,297+51.9% |
| Admin fee / account holder | $12,539 | $6,717+86.7% | $8,401+49.3% | $6,935+80.8% |