Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $158,634 | $71,197+122.8% | $93,669+69.4% | $80,925+96.0% |
| Participation rate | 70.2% | 60.4%+9.8pp | 68.7%+1.5pp | 67.7%+2.6pp |
| Annual return | 15.15% | 11.27%+3.9pp | 133.59%-118.4pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,968 | $1,565+25.8% | $2,424-18.8% | $2,756-28.6% |
| Participant deferral / active EE | $5,944 | $4,036+47.3% | $4,416+34.6% | $4,299+38.3% |
| Admin fee / account holder | $3,297 | $6,959-52.6% | $8,291-60.2% | $6,940-52.5% |