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 | $162,199 | $95,453+69.9% | $112,040+44.8% | $82,448+96.7% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.5%-6.5pp | 68.1%+1.9pp |
| Annual return | 15.15% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,113 | $2,318+34.3% | $2,954+5.4% | $2,551+22.0% |
| Participant deferral / active EE | $5,660 | $4,224+34.0% | $5,098+11.0% | $4,139+36.7% |
| Admin fee / account holder | $1,821 | $9,013-79.8% | $12,098-84.9% | $7,234-74.8% |