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 | $165,669 | $90,504+83.1% | $78,690+110.5% | $273,965-39.5% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 6.51% | 75.61%-69.1pp | 62.18%-55.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,793 | $3,176+50.9% | $2,851+68.1% | $4,869-1.6% |
| Participant deferral / active EE | $6,807 | $3,901+74.5% | $3,517+93.6% | $5,287+28.7% |
| Admin fee / account holder | $7,410 | $5,263+40.8% | $4,511+64.3% | $10,132-26.9% |