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 | $146,436 | $111,814+31.0% | $103,378+41.7% | $145,978+0.3% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 21.41% | 24.80%-3.4pp | 24.91%-3.5pp | 550.52%-529.1pp |
| Employer contribution / active EE | $10,020 | $4,215+137.7% | $3,870+158.9% | $4,662+114.9% |
| Participant deferral / active EE | $11,562 | $5,618+105.8% | $5,058+128.6% | $6,690+72.8% |
| Admin fee / account holder | $16,444 | $9,764+68.4% | $8,401+95.7% | $13,400+22.7% |