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 | $155,558 | $181,896-14.5% | $156,551-0.6% | $273,972-43.2% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 4.23% | 30.74%-26.5pp | 32.23%-28.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $9,151 | $6,248+46.5% | $5,501+66.3% | $4,869+88.0% |
| Participant deferral / active EE | $5,146 | $5,550-7.3% | $4,871+5.6% | $5,287-2.7% |
| Admin fee / account holder | $1,047 | $15,560-93.3% | $13,028-92.0% | $10,133-89.7% |