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 | $144,019 | $101,778+41.5% | $164,975-12.7% | $80,925+78.0% |
| Participation rate | 88.2% | 71.8%+16.3pp | 78.6%+9.5pp | 67.7%+20.5pp |
| Annual return | 13.71% | 16.73%-3.0pp | 70.12%-56.4pp | 35.65%-21.9pp |
| Employer contribution / active EE | $3,565 | $2,954+20.7% | $4,343-17.9% | $2,756+29.3% |
| Participant deferral / active EE | $7,868 | $4,477+75.7% | $6,033+30.4% | $4,299+83.0% |
| Admin fee / account holder | $13,219 | $8,221+60.8% | $12,688+4.2% | $6,940+90.5% |