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 | $184,560 | $106,749+72.9% | $145,433+26.9% | $82,448+123.9% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 18.24% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $3,272 | $3,444-5.0% | $4,554-28.2% | $2,551+28.3% |
| Participant deferral / active EE | $10,019 | $6,519+53.7% | $7,897+26.9% | $4,139+142.0% |
| Admin fee / account holder | $3,030 | $8,390-63.9% | $13,129-76.9% | $7,234-58.1% |