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 | $171,571 | $77,962+120.1% | $178,540-3.9% | $80,935+112.0% |
| Participation rate | 92.3% | 65.7%+26.6pp | 77.1%+15.2pp | 67.7%+24.6pp |
| Annual return | 13.46% | 18.10%-4.6pp | 27.15%-13.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $3,442 | $2,280+50.9% | $3,953-12.9% | $2,757+24.8% |
| Participant deferral / active EE | $8,558 | $4,404+94.3% | $6,281+36.3% | $4,299+99.1% |
| Admin fee / account holder | $20,322 | $7,156+184.0% | $10,424+94.9% | $6,924+193.5% |