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 | $172,709 | $86,949+98.6% | $102,460+68.6% | $80,959+113.3% |
| Participation rate | 92.9% | 72.4%+20.5pp | 76.5%+16.3pp | 67.7%+25.2pp |
| Annual return | 11.39% | 18.89%-7.5pp | 29.47%-18.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $3,776 | $2,370+59.3% | $3,025+24.8% | $2,757+37.0% |
| Participant deferral / active EE | $7,154 | $4,121+73.6% | $5,056+41.5% | $4,300+66.4% |
| Admin fee / account holder | $20,531 | $8,048+155.1% | $9,460+117.0% | $6,925+196.5% |