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 | $86,919+98.7% | $102,457+68.6% | $80,911+113.5% |
| Participation rate | 92.9% | 72.4%+20.5pp | 76.5%+16.4pp | 67.6%+25.2pp |
| Annual return | 11.39% | 18.90%-7.5pp | 29.41%-18.0pp | 35.63%-24.2pp |
| Employer contribution / active EE | $3,776 | $2,368+59.4% | $3,022+24.9% | $2,756+37.0% |
| Participant deferral / active EE | $7,154 | $4,119+73.7% | $5,054+41.5% | $4,297+66.5% |
| Admin fee / account holder | $20,531 | $8,049+155.1% | $9,451+117.2% | $6,935+196.1% |