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 | $163,314 | $95,453+71.1% | $112,040+45.8% | $82,448+98.1% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 15.09% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,341 | $2,318+44.2% | $2,954+13.1% | $2,551+31.0% |
| Participant deferral / active EE | $6,256 | $4,224+48.1% | $5,098+22.7% | $4,139+51.1% |
| Admin fee / account holder | $738 | $9,013-91.8% | $12,098-93.9% | $7,234-89.8% |