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 | $154,068 | $124,425+23.8% | $112,040+37.5% | $137,256+12.2% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 19.54% | 24.72%-5.2pp | 24.52%-5.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,137 | $3,411-37.4% | $2,954-27.7% | $4,156-48.6% |
| Participant deferral / active EE | $7,310 | $5,718+27.8% | $5,098+43.4% | $6,407+14.1% |
| Admin fee / account holder | $3,377 | $15,207-77.8% | $12,098-72.1% | $12,270-72.5% |